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 7-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 | $95,692 | $93,346+2.5% | $71,796+33.3% | $273,961-65.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.00% | 130.39%-128.4pp | 78.04%-76.0pp | 41.45%-39.5pp |
| Employer contribution / active EE | $2,167 | $2,733-20.7% | $1,924+12.6% | $4,869-55.5% |
| Participant deferral / active EE | $8,000 | $3,475+130.2% | $2,794+186.3% | $5,287+51.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |