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 | $84,671 | $127,386-33.5% | $115,037-26.4% | $125,391-32.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.18% | 31.28%-25.1pp | 26.14%-20.0pp | 282.22%-276.0pp |
| Employer contribution / active EE | $3,256 | $5,166-37.0% | $4,608-29.3% | $4,866-33.1% |
| Participant deferral / active EE | $11,245 | $6,423+75.1% | $6,026+86.6% | $5,352+110.1% |
| Admin fee / account holder | $22 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |