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 | $90,816 | $159,602-43.1% | $150,045-39.5% | $142,382-36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.47% | 70.24%-32.8pp | 62.55%-25.1pp | 217.08%-179.6pp |
| Employer contribution / active EE | $4,088 | $4,961-17.6% | $4,693-12.9% | $4,299-4.9% |
| Participant deferral / active EE | $7,317 | $8,310-11.9% | $7,997-8.5% | $6,507+12.4% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |