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 | $79,124 | $106,115-25.4% | $85,969-8.0% | $125,391-36.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.42% | 13.93%-13.5pp | 9.32%-8.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $29,000 | $4,537+539.2% | $3,474+734.7% | $4,866+496.0% |
| Participant deferral / active EE | $22,000 | $4,859+352.7% | $3,829+474.5% | $5,352+311.1% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |