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 | $136,306 | $87,841+55.2% | $133,980+1.7% | $62,891+116.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $17,735 | $3,483+409.2% | $5,211+240.3% | $2,281+677.6% |
| Participant deferral / active EE | $11,989 | $4,812+149.1% | $6,282+90.8% | $3,203+274.3% |
| Admin fee / account holder | $286 | $5,371-94.7% | $9,324-96.9% | $4,296-93.3% |