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 | $65,101 | $93,071-30.1% | $74,583-12.7% | $273,961-76.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $14,428 | $3,160+356.7% | $2,525+471.4% | $4,869+196.3% |
| Participant deferral / active EE | $8,565 | $4,160+105.9% | $3,458+147.7% | $5,287+62.0% |
| Admin fee / account holder | $5 | $5,272-99.9% | $4,138-99.9% | $10,132-100.0% |