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 | $98,488 | $101,069-2.6% | $81,478+20.9% | $147,584-33.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 24.22% | 32.40%-8.2pp | 38.78%-14.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $5,919 | $3,205+84.7% | $2,568+130.5% | $4,876+21.4% |
| Participant deferral / active EE | $3,481 | $4,242-17.9% | $3,537-1.6% | $5,439-36.0% |
| Admin fee / account holder | $3 | $5,812-100.0% | $4,561-99.9% | $10,885-100.0% |