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 | $88,782 | $68,097+30.4% | $62,929+41.1% | $137,256-35.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.54% | 1859.11%-1845.6pp | 1063.93%-1050.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,633 | $2,811+29.2% | $2,505+45.1% | $4,156-12.6% |
| Participant deferral / active EE | $4,507 | $4,553-1.0% | $3,888+15.9% | $6,407-29.7% |
| Admin fee / account holder | $120 | $6,521-98.2% | $5,065-97.6% | $12,270-99.0% |