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 | $91,367 | $112,881-19.1% | $90,951+0.5% | $158,922-42.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.36% | 215.79%-205.4pp | 134.60%-124.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,263 | $2,893+47.3% | $2,122+100.9% | $4,761-10.5% |
| Participant deferral / active EE | $4,176 | $4,128+1.2% | $3,373+23.8% | $5,982-30.2% |
| Admin fee / account holder | $20 | $8,041-99.7% | $5,959-99.7% | $11,246-99.8% |