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 | $82,228 | $112,881-27.2% | $90,951-9.6% | $158,922-48.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.49% | 215.79%-208.3pp | 134.60%-127.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,582 | $4,128+11.0% | $3,373+35.8% | $5,982-23.4% |
| Admin fee / account holder | $7 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |