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 | $100,296 | $127,100-21.1% | $105,738-5.1% | $135,375-25.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,938 | $4,107+68.9% | $3,268+112.3% | $4,779+45.2% |
| Participant deferral / active EE | $13,875 | $5,064+174.0% | $4,080+240.1% | $5,609+147.4% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |