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 | $75,622 | $105,859-28.6% | $90,160-16.1% | $147,584-48.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $12,651 | $4,126+206.6% | $3,318+281.3% | $4,876+159.4% |
| Participant deferral / active EE | $8,323 | $5,733+45.2% | $5,288+57.4% | $5,439+53.0% |
| Admin fee / account holder | $91 | $8,046-98.9% | $5,943-98.5% | $10,885-99.2% |