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 8-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 | $112,974 | $88,583+27.5% | $88,497+27.7% | $273,961-58.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.37% | 5.68%-0.3pp | 7.63%-2.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $7,752 | $4,502+72.2% | $4,036+92.1% | $4,869+59.2% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30 | $8,980-99.7% | $6,220-99.5% | $10,132-99.7% |