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 | $89,365 | $81,208+10.0% | $98,907-9.6% | $79,858+11.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.74% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,912 | $1,960+48.6% | $2,689+8.3% | $2,471+17.8% |
| Participant deferral / active EE | $4,246 | $3,265+30.1% | $4,2440% | $3,740+13.5% |
| Admin fee / account holder | $217 | $6,013-96.4% | $6,642-96.7% | $5,306-95.9% |