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 | $87,367 | $68,097+28.3% | $62,929+38.8% | $137,256-36.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.12% | 1859.11%-1846.0pp | 1063.93%-1050.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $733 | $2,811-73.9% | $2,505-70.8% | $4,156-82.4% |
| Participant deferral / active EE | $8,700 | $4,553+91.1% | $3,888+123.8% | $6,407+35.8% |
| Admin fee / account holder | $267 | $6,521-95.9% | $5,065-94.7% | $12,270-97.8% |