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 | $86,691 | $97,125-10.7% | $86,233+0.5% | $137,256-36.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.34% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,879 | $2,841-33.9% | $2,504-25.0% | $4,156-54.8% |
| Participant deferral / active EE | $2,352 | $5,180-54.6% | $4,559-48.4% | $6,407-63.3% |
| Admin fee / account holder | $150 | $9,725-98.5% | $8,342-98.2% | $12,270-98.8% |