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 | $98,475 | $140,588-30.0% | $123,104-20.0% | $125,391-21.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.34% | 16.80%-15.5pp | 13.22%-11.9pp | 282.22%-280.9pp |
| Employer contribution / active EE | $3,276 | $6,041-45.8% | $5,151-36.4% | $4,866-32.7% |
| Participant deferral / active EE | $4,472 | $6,980-35.9% | $6,230-28.2% | $5,352-16.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |