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 | $92,097 | $228,332-59.7% | $185,823-50.4% | $158,922-42.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.31% | 40.80%-9.5pp | 35.95%-4.6pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,873 | $4,967-42.1% | $4,087-29.7% | $4,761-39.6% |
| Participant deferral / active EE | $11,615 | $6,415+81.1% | $5,632+106.2% | $5,982+94.2% |
| Admin fee / account holder | $15 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |