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 | $82,661 | $101,618-18.7% | $93,063-11.2% | $137,256-39.8% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 14.58% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $8,930 | $2,707+229.9% | $2,476+260.6% | $4,156+114.9% |
| Participant deferral / active EE | $7,478 | $4,279+74.8% | $3,958+88.9% | $6,407+16.7% |
| Admin fee / account holder | $241 | $6,198-96.1% | $6,033-96.0% | $12,270-98.0% |