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 | $97,455 | $96,635+0.8% | $86,612+12.5% | $139,434-30.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.02% | 106.41%-88.4pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,438 | $3,263+66.7% | $3,022+79.9% | $4,751+14.5% |
| Participant deferral / active EE | $5,716 | $4,836+18.2% | $4,438+28.8% | $6,710-14.8% |
| Admin fee / account holder | $117 | $6,408-98.2% | $5,614-97.9% | $11,403-99.0% |