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 | $95,650 | $72,492+31.9% | $87,100+9.8% | $72,985+31.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.55% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,297 | $1,894+21.3% | $2,521-8.9% | $2,440-5.9% |
| Participant deferral / active EE | $4,014 | $3,270+22.8% | $4,049-0.9% | $3,607+11.3% |
| Admin fee / account holder | $261 | $5,055-94.8% | $7,497-96.5% | $5,124-94.9% |