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 | $96,302 | $74,888+28.6% | $71,209+35.2% | $142,382-32.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.16% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,293 | $2,854+50.4% | $2,721+57.8% | $4,299-0.1% |
| Participant deferral / active EE | $10,799 | $4,454+142.4% | $4,175+158.6% | $6,507+65.9% |
| Admin fee / account holder | $192 | $5,568-96.6% | $5,349-96.4% | $12,624-98.5% |