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 | $93,717 | $74,888+25.1% | $71,209+31.6% | $142,382-34.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.03% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,520 | $2,854+58.4% | $2,721+66.1% | $4,299+5.1% |
| Participant deferral / active EE | $7,496 | $4,454+68.3% | $4,175+79.5% | $6,507+15.2% |
| Admin fee / account holder | $86 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |