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 | $96,012 | $154,117-37.7% | $129,995-26.1% | $139,434-31.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 32.48%-20.2pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,761 | $5,289-47.8% | $4,320-36.1% | $4,751-41.9% |
| Participant deferral / active EE | $9,190 | $6,710+37.0% | $5,820+57.9% | $6,710+37.0% |
| Admin fee / account holder | $67 | $14,007-99.5% | $10,614-99.4% | $11,403-99.4% |