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 | $89,139 | $99,079-10.0% | $77,999+14.3% | $273,961-67.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.60% | 217.93%-207.3pp | 425.96%-415.4pp | 41.45%-30.9pp |
| Employer contribution / active EE | $8,407 | $3,308+154.2% | $2,470+240.3% | $4,869+72.7% |
| Participant deferral / active EE | $1,325 | $4,306-69.2% | $3,497-62.1% | $5,287-74.9% |
| Admin fee / account holder | $143 | $8,954-98.4% | $5,480-97.4% | $10,132-98.6% |