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 | $95,104 | $118,849-20.0% | $96,562-1.5% | $167,490-43.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.37% | 50.49%-36.1pp | 37.78%-23.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $7,412 | $3,120+137.6% | $2,356+214.5% | $4,837+53.2% |
| Participant deferral / active EE | $6,500 | $4,616+40.8% | $3,849+68.9% | $6,341+2.5% |
| Admin fee / account holder | $192 | $8,065-97.6% | $6,181-96.9% | $12,309-98.4% |