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 | $72,400 | $106,115-31.8% | $85,969-15.8% | $125,391-42.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.92% | 13.93%-13.0pp | 9.32%-8.4pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,112 | $4,537-53.4% | $3,474-39.2% | $4,866-56.6% |
| Participant deferral / active EE | $4,800 | $4,859-1.2% | $3,829+25.3% | $5,352-10.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |