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 | $141,655 | $159,901-11.4% | $146,958-3.6% | $145,922-2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,056 | $5,286-23.3% | $4,933-17.8% | $4,660-13.0% |
| Participant deferral / active EE | $4,136 | $8,428-50.9% | $8,070-48.8% | $6,688-38.2% |
| Admin fee / account holder | $260 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |