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 | $95,405 | $176,377-45.9% | $134,143-28.9% | $158,922-40.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.10% | 63.63%-50.5pp | 36.33%-23.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $5,286 | $5,040+4.9% | $3,704+42.7% | $4,761+11.0% |
| Participant deferral / active EE | $5,627 | $4,091+37.5% | $3,499+60.8% | $5,982-5.9% |
| Admin fee / account holder | $9 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |