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 | $83,339 | $171,164-51.3% | $127,761-34.8% | $152,861-45.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 18.51% | 23.54%-5.0pp | 26.14%-7.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,404 | $5,447-74.2% | $4,574-69.3% | $4,762-70.5% |
| Participant deferral / active EE | $5,333 | $7,038-24.2% | $6,021-11.4% | $5,850-8.8% |
| Admin fee / account holder | $90 | $14,530-99.4% | $9,395-99.0% | $11,596-99.2% |