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 | $95,913 | $67,411+42.3% | $91,001+5.4% | $70,131+36.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.31% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,284 | $1,786+83.9% | $2,456+33.7% | $2,342+40.2% |
| Participant deferral / active EE | $4,477 | $2,823+58.6% | $3,547+26.2% | $3,332+34.4% |
| Admin fee / account holder | $28 | $4,236-99.3% | $5,417-99.5% | $4,645-99.4% |