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 | $120,425 | $167,484-28.1% | $151,611-20.6% | $134,475-10.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.30% | 7.80%-4.5pp | 3.33%0pp | 417.96%-414.7pp |
| Employer contribution / active EE | $3,129 | $6,829-54.2% | $6,166-49.3% | $4,740-34.0% |
| Participant deferral / active EE | $3,912 | $8,986-56.5% | $8,363-53.2% | $6,400-38.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |