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 | $87,484 | $165,335-47.1% | $149,696-41.6% | $158,922-45.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.78% | 348.15%-324.4pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,339 | $5,103-54.2% | $4,644-49.6% | $4,761-50.9% |
| Participant deferral / active EE | $15,664 | $7,181+118.1% | $6,842+128.9% | $5,982+161.8% |
| Admin fee / account holder | $69 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |