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 | $56,161 | $57,354-2.1% | $83,848-33.0% | $64,186-12.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.33% | 11.38%-11.1pp | 850.88%-850.5pp | 7.63%-7.3pp |
| Employer contribution / active EE | $11,250 | $2,545+342.0% | $3,631+209.9% | $2,381+372.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $169 | $4,046-95.8% | $5,478-96.9% | $4,888-96.5% |