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 | $98,777 | $127,065-22.3% | $113,168-12.7% | $142,382-30.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.94% | 24.03%-12.1pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,845 | $3,442-17.3% | $2,975-4.4% | $4,299-33.8% |
| Participant deferral / active EE | $3,637 | $5,716-36.4% | $5,107-28.8% | $6,507-44.1% |
| Admin fee / account holder | $105 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |