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 | $83,245 | $162,781-48.9% | $133,956-37.9% | $158,922-47.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.25% | 41.94%-25.7pp | 45.09%-28.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $7,758 | $4,975+55.9% | $3,919+98.0% | $4,761+62.9% |
| Participant deferral / active EE | $7,194 | $5,911+21.7% | $5,048+42.5% | $5,982+20.3% |
| Admin fee / account holder | $93 | $11,736-99.2% | $8,927-99.0% | $11,246-99.2% |