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 | $81,719 | $163,101-49.9% | $136,749-40.2% | $142,382-42.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.08% | 27.54%-9.5pp | 24.33%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,837 | $4,117+17.5% | $3,400+42.3% | $4,299+12.5% |
| Participant deferral / active EE | $8,134 | $5,585+45.6% | $4,692+73.4% | $6,507+25.0% |
| Admin fee / account holder | $63 | $14,318-99.6% | $11,386-99.4% | $12,624-99.5% |