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 | $88,760 | $98,240-9.6% | $82,313+7.8% | $147,584-39.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.80% | 30.85%-13.1pp | 25.88%-8.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $5,723 | $3,192+79.3% | $2,428+135.7% | $4,876+17.4% |
| Participant deferral / active EE | $5,030 | $4,383+14.8% | $3,706+35.7% | $5,439-7.5% |
| Admin fee / account holder | $29 | $8,563-99.7% | $5,608-99.5% | $10,885-99.7% |