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 | $81,145 | $74,888+8.4% | $71,209+14.0% | $142,382-43.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.47% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,837 | $2,854-0.6% | $2,721+4.3% | $4,299-34.0% |
| Participant deferral / active EE | $7,120 | $4,454+59.8% | $4,175+70.5% | $6,507+9.4% |
| Admin fee / account holder | $87 | $5,568-98.4% | $5,349-98.4% | $12,624-99.3% |