See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,151 | $99,341-16.3% | $84,750-1.9% | $273,961-69.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.17% | 22.93%-18.8pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $16,570 | $4,214+293.2% | $3,574+363.6% | $4,869+240.3% |
| Participant deferral / active EE | $7,200 | $4,269+68.6% | $3,712+94.0% | $5,287+36.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |