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 | $107,170 | $96,484+11.1% | $75,886+41.2% | $152,861-29.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.79% | 33.98%-9.2pp | 30.76%-6.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,067 | $3,309-7.3% | $2,500+22.6% | $4,762-35.6% |
| Participant deferral / active EE | $9,902 | $4,553+117.5% | $3,603+174.8% | $5,850+69.3% |
| Admin fee / account holder | $124 | $8,078-98.5% | $5,418-97.7% | $11,596-98.9% |