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 | $99,490 | $85,766+16.0% | $136,294-27.0% | $70,131+41.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.84% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,565 | $2,966-13.5% | $4,695-45.4% | $2,342+9.5% |
| Participant deferral / active EE | $6,653 | $5,051+31.7% | $6,247+6.5% | $3,332+99.7% |
| Admin fee / account holder | $275 | $5,420-94.9% | $9,243-97.0% | $4,645-94.1% |