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 | $90,620 | $67,606+34.0% | $82,313+10.1% | $70,131+29.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.82% | 21.57%+0.3pp | 25.88%-4.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $3,012 | $1,755+71.6% | $2,428+24.0% | $2,342+28.6% |
| Participant deferral / active EE | $5,922 | $2,987+98.3% | $3,706+59.8% | $3,332+77.7% |
| Admin fee / account holder | $40 | $4,512-99.1% | $5,608-99.3% | $4,645-99.1% |