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 | $103,409 | $105,859-2.3% | $90,160+14.7% | $147,584-29.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.13% | 37.63%-25.5pp | 34.88%-22.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $7,130 | $4,126+72.8% | $3,318+114.9% | $4,876+46.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $153 | $8,046-98.1% | $5,943-97.4% | $10,885-98.6% |