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 | $89,936 | $116,175-22.6% | $93,606-3.9% | $152,861-41.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.92% | 35.96%-16.0pp | 32.76%-12.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,065 | $3,218-35.8% | $2,718-24.0% | $4,762-56.6% |
| Participant deferral / active EE | $2,581 | $4,603-43.9% | $4,069-36.6% | $5,850-55.9% |
| Admin fee / account holder | $201 | $10,748-98.1% | $7,888-97.4% | $11,596-98.3% |