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 | $97,584 | $183,519-46.8% | $155,509-37.2% | $145,922-33.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,437 | $5,313-54.1% | $4,672-47.9% | $4,660-47.7% |
| Participant deferral / active EE | $5,708 | $6,462-11.7% | $5,626+1.4% | $6,688-14.7% |
| Admin fee / account holder | $36 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |