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 9-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 | $94,756 | $158,817-40.3% | $121,196-21.8% | $135,375-30.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.84% | -0.64%+1.5pp | 16.93%-16.1pp | 519.73%-518.9pp |
| Employer contribution / active EE | $21,302 | $5,665+276.0% | $4,022+429.7% | $4,779+345.8% |
| Participant deferral / active EE | $9,250 | $4,005+131.0% | $3,344+176.6% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |