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 9-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 | $120,348 | $105,630+13.9% | $87,507+37.5% | $273,961-56.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $428 | $3,141-86.4% | $2,550-83.2% | $4,869-91.2% |
| Participant deferral / active EE | $1,440 | $3,601-60.0% | $3,149-54.3% | $5,287-72.8% |
| Admin fee / account holder | $81 | $4,781-98.3% | $4,221-98.1% | $10,132-99.2% |