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 | $116,490 | $105,859+10.0% | $90,160+29.2% | $147,584-21.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.96% | 37.63%-23.7pp | 34.88%-20.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $13,249 | $4,126+221.1% | $3,318+299.3% | $4,876+171.7% |
| Participant deferral / active EE | $6,013 | $5,733+4.9% | $5,288+13.7% | $5,439+10.6% |
| Admin fee / account holder | $3 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |