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 4-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 | $94,568 | $100,773-6.2% | $88,946+6.3% | $142,382-33.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.86% | 70.18%-52.3pp | 57.82%-40.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,965 | $2,918+35.9% | $2,555+55.2% | $4,299-7.8% |
| Participant deferral / active EE | $23,369 | $5,230+346.8% | $4,581+410.1% | $6,507+259.1% |
| Admin fee / account holder | $197 | $9,693-98.0% | $8,261-97.6% | $12,624-98.4% |