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 | $99,478 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.89% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,263 | $5,261-57.0% | $4,735-52.2% | $4,762-52.5% |
| Participant deferral / active EE | $8,062 | $7,109+13.4% | $6,709+20.2% | $5,850+37.8% |
| Admin fee / account holder | $202 | $12,120-98.3% | $10,261-98.0% | $11,596-98.3% |