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 | $93,663 | $90,503+3.5% | $78,689+19.0% | $273,961-65.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.35% | 75.60%-71.3pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $19,885 | $3,176+526.1% | $2,851+597.6% | $4,869+308.4% |
| Participant deferral / active EE | $9,000 | $3,901+130.7% | $3,517+155.9% | $5,287+70.2% |
| Admin fee / account holder | $177 | $5,263-96.6% | $4,510-96.1% | $10,132-98.3% |