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 | $87,101 | $102,317-14.9% | $146,958-40.7% | $80,856+7.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.22% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,559 | $3,713+76.6% | $4,933+33.0% | $2,755+138.1% |
| Participant deferral / active EE | $7,242 | $6,644+9.0% | $8,070-10.3% | $4,296+68.6% |
| Admin fee / account holder | $262 | $7,941-96.7% | $12,998-98.0% | $6,918-96.2% |