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 | $68,064 | $87,540-22.2% | $75,781-10.2% | $125,391-45.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.55% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $13,800 | $3,930+251.2% | $3,323+315.3% | $4,866+183.6% |
| Participant deferral / active EE | $4,880 | $4,229+15.4% | $3,651+33.6% | $5,352-8.8% |
| Admin fee / account holder | $282 | $6,502-95.7% | $5,299-94.7% | $9,540-97.0% |