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 | $93,462 | $157,256-40.6% | $141,162-33.8% | $152,861-38.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.27% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,546 | $5,261-70.6% | $4,735-67.3% | $4,762-67.5% |
| Participant deferral / active EE | $3,486 | $7,109-51.0% | $6,709-48.0% | $5,850-40.4% |
| Admin fee / account holder | $153 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |