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 | $84,515 | $85,202-0.8% | $172,739-51.1% | $72,985+15.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.96% | 27.32%-0.4pp | 802.84%-775.9pp | 81.00%-54.0pp |
| Employer contribution / active EE | $4,362 | $3,324+31.2% | $5,143-15.2% | $2,440+78.8% |
| Participant deferral / active EE | $4,229 | $3,260+29.7% | $5,198-18.6% | $3,607+17.2% |
| Admin fee / account holder | $21 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |