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 | $103,911 | $98,240+5.8% | $82,313+26.2% | $147,584-29.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.97% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $865 | $3,192-72.9% | $2,428-64.4% | $4,876-82.3% |
| Participant deferral / active EE | $7,816 | $4,383+78.3% | $3,706+110.9% | $5,439+43.7% |
| Admin fee / account holder | $55 | $8,563-99.4% | $5,608-99.0% | $10,885-99.5% |