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 5-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 | $66,550 | $83,908-20.7% | $68,509-2.9% | $125,391-46.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.58% | 14.48%-13.9pp | 8.27%-7.7pp | 282.22%-281.6pp |
| Employer contribution / active EE | $19,055 | $3,031+528.7% | $2,278+736.5% | $4,866+291.6% |
| Participant deferral / active EE | $23,561 | $4,125+471.2% | $3,382+596.6% | $5,352+340.3% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |