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 | $89,816 | $138,065-34.9% | $123,544-27.3% | $135,375-33.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.76% | 153.68%-152.9pp | 119.20%-118.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $3,826 | $5,151-25.7% | $4,628-17.3% | $4,779-19.9% |
| Participant deferral / active EE | $5,550 | $6,799-18.4% | $6,426-13.6% | $5,609-1.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |