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 | $91,896 | $114,381-19.7% | $107,525-14.5% | $142,382-35.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,590 | $4,015-10.6% | $3,754-4.3% | $4,299-16.5% |
| Participant deferral / active EE | $13,172 | $5,564+136.7% | $5,116+157.5% | $6,507+102.4% |
| Admin fee / account holder | $76 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |