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 5-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 | $116,086 | $78,694+47.5% | $67,652+71.6% | $125,391-7.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.06% | 9.46%-8.4pp | 6625.04%-6624.0pp | 282.22%-281.2pp |
| Employer contribution / active EE | $3,211 | $3,044+5.5% | $2,266+41.7% | $4,866-34.0% |
| Participant deferral / active EE | $3,743 | $4,292-12.8% | $3,560+5.1% | $5,352-30.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |