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 | $68,810 | $140,588-51.1% | $123,104-44.1% | $125,391-45.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.54% | 16.80%-14.3pp | 13.22%-10.7pp | 282.22%-279.7pp |
| Employer contribution / active EE | $6,373 | $6,041+5.5% | $5,151+23.7% | $4,866+31.0% |
| Participant deferral / active EE | $4,076 | $6,980-41.6% | $6,230-34.6% | $5,352-23.8% |
| Admin fee / account holder | $113 | $11,198-99.0% | $9,015-98.7% | $9,540-98.8% |