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 | $111,507 | $211,958-47.4% | $169,463-34.2% | $135,375-17.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.20% | 3.26%-8.5pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $11,441 | $5,120+123.5% | $4,159+175.1% | $4,779+139.4% |
| Participant deferral / active EE | $12,204 | $6,075+100.9% | $5,277+131.3% | $5,609+117.6% |
| Admin fee / account holder | $5 | $11,471-100.0% | $9,109-99.9% | $10,827-100.0% |