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 | $96,949 | $152,587-36.5% | $125,175-22.5% | $152,861-36.6% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 21.51% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,630 | $5,868+64.1% | $4,937+95.1% | $5,850+64.6% |
| Admin fee / account holder | $142 | $13,434-98.9% | $9,702-98.5% | $11,596-98.8% |