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 | $101,359 | $94,529+7.2% | $140,016-27.6% | $64,186+57.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.42% | 7.77%-11.2pp | 651.12%-654.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,169 | $3,812-16.9% | $5,606-43.5% | $2,381+33.1% |
| Participant deferral / active EE | $3,452 | $5,250-34.3% | $6,927-50.2% | $3,470-0.5% |
| Admin fee / account holder | $8 | $6,741-99.9% | $10,705-99.9% | $4,888-99.8% |