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 | $104,137 | $96,484+7.9% | $75,886+37.2% | $152,861-31.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.25% | 33.98%-9.7pp | 30.76%-6.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,196 | $3,309-33.6% | $2,500-12.2% | $4,762-53.9% |
| Participant deferral / active EE | $3,559 | $4,553-21.8% | $3,603-1.2% | $5,850-39.2% |
| Admin fee / account holder | $12 | $8,078-99.9% | $5,418-99.8% | $11,596-99.9% |