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 | $82,811 | $65,409+26.6% | $98,442-15.9% | $85,850-3.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.92% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $6,320 | $2,168+191.5% | $2,960+113.5% | $2,565+146.4% |
| Participant deferral / active EE | $5,187 | $3,166+63.8% | $4,276+21.3% | $3,952+31.3% |
| Admin fee / account holder | $140 | $4,593-97.0% | $5,949-97.7% | $6,260-97.8% |