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 | $141,763 | $211,958-33.1% | $169,463-16.3% | $135,375+4.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.62% | 3.26%-1.6pp | 1.83%-0.2pp | 519.73%-518.1pp |
| Employer contribution / active EE | $6,152 | $5,120+20.2% | $4,159+47.9% | $4,779+28.7% |
| Participant deferral / active EE | $6,440 | $6,075+6.0% | $5,277+22.0% | $5,609+14.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |