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 | $72,071+33.6% | $68,368+40.9% | $137,256-29.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.16% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,293 | $2,788+54.0% | $2,649+62.1% | $4,156+3.3% |
| Participant deferral / active EE | $10,799 | $4,410+144.9% | $4,123+161.9% | $6,407+68.6% |
| Admin fee / account holder | $192 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |