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 6-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 | $90,250 | $95,862-5.9% | $79,550+13.5% | $134,475-32.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 2.64% | -2.69%+5.3pp | 0.16%+2.5pp | 417.96%-415.3pp |
| Employer contribution / active EE | $10,485 | $3,128+235.2% | $2,413+334.5% | $4,740+121.2% |
| Participant deferral / active EE | $12,800 | $4,693+172.7% | $3,985+221.2% | $6,400+100.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |