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 | $91,173 | $102,317-10.9% | $146,958-38.0% | $80,856+12.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.32% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,872 | $3,713-22.6% | $4,933-41.8% | $2,755+4.3% |
| Participant deferral / active EE | $5,988 | $6,644-9.9% | $8,070-25.8% | $4,296+39.4% |
| Admin fee / account holder | $260 | $7,941-96.7% | $12,998-98.0% | $6,918-96.2% |