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 | $100,847 | $70,756+42.5% | $65,493+54.0% | $142,382-29.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.77% | 1754.89%-1740.1pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,729 | $2,881+64.2% | $2,574+83.7% | $4,299+10.0% |
| Participant deferral / active EE | $5,548 | $4,637+19.6% | $3,961+40.1% | $6,507-14.7% |
| Admin fee / account holder | $184 | $6,559-97.2% | $5,028-96.3% | $12,624-98.5% |