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 | $94,378 | $154,117-38.8% | $129,995-27.4% | $139,434-32.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.50% | 32.48%-21.0pp | -137.18%+148.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $4,680 | $5,289-11.5% | $4,320+8.3% | $4,751-1.5% |
| Participant deferral / active EE | $4,136 | $6,710-38.4% | $5,820-28.9% | $6,710-38.4% |
| Admin fee / account holder | $5 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |