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 9-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 | $98,076 | $135,952-27.9% | $123,892-20.8% | $273,961-64.2% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $14,532 | $5,170+181.1% | $4,617+214.8% | $4,869+198.5% |
| Participant deferral / active EE | $11,499 | $6,343+81.3% | $5,984+92.2% | $5,287+117.5% |
| Admin fee / account holder | $290 | $9,817-97.0% | $8,357-96.5% | $10,132-97.1% |