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 | $89,277 | $106,890-16.5% | $84,015+6.3% | $152,861-41.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.95% | 104.99%-86.0pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,234 | $2,734-18.3% | $1,983+12.6% | $4,762-53.1% |
| Participant deferral / active EE | $2,793 | $4,011-30.4% | $3,239-13.8% | $5,850-52.3% |
| Admin fee / account holder | $208 | $8,285-97.5% | $6,101-96.6% | $11,596-98.2% |