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 | $102,744 | $163,101-37.0% | $136,749-24.9% | $142,382-27.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.25% | 27.54%-7.3pp | 24.33%-4.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,496 | $4,117+9.2% | $3,400+32.3% | $4,299+4.6% |
| Participant deferral / active EE | $4,496 | $5,585-19.5% | $4,692-4.2% | $6,507-30.9% |
| Admin fee / account holder | $53 | $14,318-99.6% | $11,386-99.5% | $12,624-99.6% |