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 | $110,462 | $106,115+4.1% | $85,969+28.5% | $125,391-11.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.17% | 13.93%-13.8pp | 9.32%-9.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,703 | $4,537-62.5% | $3,474-51.0% | $4,866-65.0% |
| Participant deferral / active EE | $3,368 | $4,859-30.7% | $3,829-12.0% | $5,352-37.1% |
| Admin fee / account holder | $25 | $8,144-99.7% | $6,053-99.6% | $9,540-99.7% |