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 | $95,127 | $102,966-7.6% | $90,281+5.4% | $152,861-37.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.19% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,216 | $3,139+66.2% | $2,854+82.7% | $4,762+9.5% |
| Participant deferral / active EE | $8,771 | $4,281+104.9% | $3,885+125.7% | $5,850+49.9% |
| Admin fee / account holder | $125 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |