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 7-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 | $83,493 | $104,974-20.5% | $95,585-12.7% | $142,382-41.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 210.33%-194.8pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,204 | $2,779+87.3% | $2,527+106.0% | $4,299+21.1% |
| Participant deferral / active EE | $7,692 | $4,352+76.8% | $4,023+91.2% | $6,507+18.2% |
| Admin fee / account holder | $42 | $6,386-99.3% | $6,127-99.3% | $12,624-99.7% |