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 | $86,804 | $96,965-10.5% | $97,995-11.4% | $147,584-41.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 24.42% | 24.11%+0.3pp | 23.94%+0.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $25,835 | $4,536+469.5% | $4,158+521.3% | $4,876+429.8% |
| Participant deferral / active EE | $8,462 | $5,081+66.5% | $5,097+66.0% | $5,439+55.6% |
| Admin fee / account holder | $77 | $8,120-99.1% | $5,943-98.7% | $10,885-99.3% |