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 | $78,386 | $106,584-26.5% | $101,326-22.6% | $142,382-44.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.14% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,926 | $3,956+125.6% | $3,665+143.5% | $4,299+107.6% |
| Participant deferral / active EE | $5,640 | $8,297-32.0% | $7,994-29.4% | $6,507-13.3% |
| Admin fee / account holder | $132 | $11,446-98.8% | $11,185-98.8% | $12,624-99.0% |