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 | $72,071+12.6% | $68,368+18.7% | $137,256-40.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.47% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,837 | $2,788+1.8% | $2,649+7.1% | $4,156-31.7% |
| Participant deferral / active EE | $7,120 | $4,410+61.5% | $4,123+72.7% | $6,407+11.1% |
| Admin fee / account holder | $87 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |