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 | $81,093 | $96,635-16.1% | $86,612-6.4% | $139,434-41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.94% | 106.41%-92.5pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,420 | $3,263+4.8% | $3,022+13.2% | $4,751-28.0% |
| Participant deferral / active EE | $5,851 | $4,836+21.0% | $4,438+31.8% | $6,710-12.8% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |