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 | $98,615 | $95,416+3.4% | $185,823-46.9% | $85,850+14.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.99% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,494 | $3,314-24.7% | $5,167-51.7% | $2,565-2.8% |
| Participant deferral / active EE | $4,263 | $3,423+24.5% | $5,568-23.4% | $3,952+7.9% |
| Admin fee / account holder | $17 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |