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 | $84,086 | $77,634+8.3% | $156,549-46.3% | $62,891+33.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.95% | 50.32%-38.4pp | 32.23%-20.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $5,207 | $3,444+51.2% | $5,501-5.3% | $2,281+128.3% |
| Participant deferral / active EE | $2,525 | $3,045-17.1% | $4,871-48.2% | $3,203-21.2% |
| Admin fee / account holder | $133 | $5,561-97.6% | $13,027-99.0% | $4,296-96.9% |