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 | $87,137 | $181,894-52.1% | $156,549-44.3% | $273,961-68.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.48% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $16,754 | $6,248+168.2% | $5,501+204.6% | $4,869+244.1% |
| Participant deferral / active EE | $36,000 | $5,550+548.6% | $4,871+639.1% | $5,287+580.9% |
| Admin fee / account holder | -$82 | $15,559-100.5% | $13,027-100.6% | $10,132-100.8% |