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 | $96,890 | $93,346+3.8% | $71,796+35.0% | $273,961-64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.89% | 130.39%-121.5pp | 78.04%-69.2pp | 41.45%-32.6pp |
| Employer contribution / active EE | $12,646 | $2,733+362.7% | $1,924+557.1% | $4,869+159.7% |
| Participant deferral / active EE | $6,669 | $3,475+91.9% | $2,794+138.7% | $5,287+26.1% |
| Admin fee / account holder | $24 | $6,571-99.6% | $4,815-99.5% | $10,132-99.8% |