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 | $85,626 | $98,750-13.3% | $149,696-42.8% | $79,858+7.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.64% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,679 | $3,216-16.7% | $4,644-42.3% | $2,471+8.4% |
| Participant deferral / active EE | $8,140 | $5,680+43.3% | $6,842+19.0% | $3,740+117.6% |
| Admin fee / account holder | $167 | $6,053-97.2% | $9,309-98.2% | $5,306-96.8% |