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 | $65,890 | $211,958-68.9% | $169,463-61.1% | $135,375-51.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.19% | 3.26%-3.1pp | 1.83%-1.6pp | 519.73%-519.5pp |
| Employer contribution / active EE | $17,475 | $5,120+241.3% | $4,159+320.2% | $4,779+265.7% |
| Participant deferral / active EE | $9,250 | $6,075+52.3% | $5,277+75.3% | $5,609+64.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |