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 | $210,340 | $293,085-28.2% | $293,085-28.2% | $430,769-51.2% |
| Participation rate | 100.0% | 86.7%+13.3pp | 86.7%+13.3pp | 90.6%+9.4pp |
| Annual return | 6.44% | -28.53%+35.0pp | -21.55%+28.0pp | 10.77%-4.3pp |
| Employer contribution / active EE | $0 | $6,436-100.0% | $5,774-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $4,334-100.0% | $3,831-100.0% | $6,968-100.0% |
| Admin fee / account holder | $150 | $5,672-97.4% | $5,672-97.4% | $18,309-99.2% |