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 | $82,131 | $105,859-22.4% | $90,160-8.9% | $147,584-44.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.78% | 37.63%-17.8pp | 34.88%-15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $8,291 | $4,126+100.9% | $3,318+149.9% | $4,876+70.0% |
| Participant deferral / active EE | $6,697 | $5,733+16.8% | $5,288+26.7% | $5,439+23.1% |
| Admin fee / account holder | $164 | $8,046-98.0% | $5,943-97.2% | $10,885-98.5% |