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 | $93,990 | $84,233+11.6% | $170,442-44.9% | $70,131+34.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.05% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,350 | $3,387-30.6% | $5,433-56.7% | $2,342+0.3% |
| Participant deferral / active EE | $3,066 | $3,086-0.6% | $4,939-37.9% | $3,332-8.0% |
| Admin fee / account holder | $289 | $5,698-94.9% | $13,880-97.9% | $4,645-93.8% |