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 | $93,388 | $107,934-13.5% | $91,989+1.5% | $152,861-38.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.84% | 89.24%-70.4pp | 69.02%-50.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,452 | $4,210-41.8% | $3,452-29.0% | $4,762-48.5% |
| Participant deferral / active EE | $15,037 | $6,364+136.3% | $5,923+153.9% | $5,850+157.0% |
| Admin fee / account holder | $26 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |