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 | $89,725 | $106,515-15.8% | $96,683-7.2% | $139,434-35.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.17% | 38.43%-23.3pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $10,942 | $4,103+166.7% | $3,737+192.8% | $4,751+130.3% |
| Participant deferral / active EE | $4,399 | $5,454-19.3% | $4,878-9.8% | $6,710-34.4% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |