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 | $97,485 | $125,758-22.5% | $169,993-42.7% | $75,163+29.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.01% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,900 | $4,615-37.2% | $6,785-57.3% | $2,670+8.6% |
| Participant deferral / active EE | $6,361 | $6,837-7.0% | $10,408-38.9% | $4,125+54.2% |
| Admin fee / account holder | $76 | $8,173-99.1% | $12,815-99.4% | $5,651-98.7% |