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 | $99,260 | $99,020+0.2% | $86,590+14.6% | $147,584-32.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.01% | 1312.34%-1288.3pp | 964.84%-940.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $6,000 | $3,132+91.6% | $2,839+111.3% | $4,876+23.0% |
| Participant deferral / active EE | $25,000 | $3,972+529.4% | $3,609+592.8% | $5,439+359.7% |
| Admin fee / account holder | $30 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |