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 | $91,389 | $177,572-48.5% | $154,803-41.0% | $142,382-35.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.99% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,534 | $4,810-47.3% | $4,305-41.2% | $4,299-41.1% |
| Participant deferral / active EE | $5,382 | $6,272-14.2% | $5,540-2.9% | $6,507-17.3% |
| Admin fee / account holder | $18 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |