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 | $83,310 | $211,958-60.7% | $169,463-50.8% | $135,375-38.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.99% | 3.26%-2.3pp | 1.83%-0.8pp | 519.73%-518.7pp |
| Employer contribution / active EE | $1,450 | $5,120-71.7% | $4,159-65.1% | $4,779-69.7% |
| Participant deferral / active EE | $9,800 | $6,075+61.3% | $5,277+85.7% | $5,609+74.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |