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 7-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 | $102,255 | $101,618+0.6% | $93,063+9.9% | $137,256-25.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.65% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,997 | $2,707+84.6% | $2,476+101.8% | $4,156+20.2% |
| Participant deferral / active EE | $9,064 | $4,279+111.8% | $3,958+129.0% | $6,407+41.5% |
| Admin fee / account holder | $11 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |