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 | $102,065 | $140,588-27.4% | $123,104-17.1% | $125,391-18.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.11% | 16.80%-17.9pp | 13.22%-14.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $4,081 | $6,041-32.5% | $5,151-20.8% | $4,866-16.1% |
| Participant deferral / active EE | $16,512 | $6,980+136.5% | $6,230+165.1% | $5,352+208.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |