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 | $82,223 | $95,266-13.7% | $82,389-0.2% | $142,382-42.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 36.82% | 25.74%+11.1pp | 28.67%+8.2pp | 217.08%-180.3pp |
| Employer contribution / active EE | $3,136 | $2,991+4.9% | $2,517+24.6% | $4,299-27.0% |
| Participant deferral / active EE | $5,807 | $4,809+20.8% | $4,155+39.8% | $6,507-10.8% |
| Admin fee / account holder | $64 | $8,563-99.3% | $7,231-99.1% | $12,624-99.5% |