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 | $92,337 | $106,890-13.6% | $84,015+9.9% | $152,861-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.31% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,997 | $2,734-27.0% | $1,983+0.7% | $4,762-58.1% |
| Participant deferral / active EE | $5,016 | $4,011+25.1% | $3,239+54.9% | $5,850-14.3% |
| Admin fee / account holder | $19 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |