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 | $88,657 | $102,547-13.5% | $78,210+13.4% | $147,584-39.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.57% | 51.08%-37.5pp | 40.90%-27.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,136 | $2,617-18.4% | $2,034+5.0% | $4,876-56.2% |
| Participant deferral / active EE | $5,677 | $3,481+63.1% | $2,823+101.1% | $5,439+4.4% |
| Admin fee / account holder | $145 | $5,059-97.1% | $3,758-96.1% | $10,885-98.7% |