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 | $85,658 | $140,588-39.1% | $123,104-30.4% | $125,391-31.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 6.86% | 16.80%-9.9pp | 13.22%-6.4pp | 282.22%-275.4pp |
| Employer contribution / active EE | $7,747 | $6,041+28.2% | $5,151+50.4% | $4,866+59.2% |
| Participant deferral / active EE | $5,438 | $6,980-22.1% | $6,230-12.7% | $5,352+1.6% |
| Admin fee / account holder | $123 | $11,198-98.9% | $9,015-98.6% | $9,540-98.7% |