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 | $129,048 | $88,751+45.4% | $81,812+57.7% | $145,922-11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.77% | 1025.40%-1003.6pp | 773.79%-752.0pp | 561.29%-539.5pp |
| Employer contribution / active EE | $6,492 | $3,083+110.5% | $2,912+122.9% | $4,660+39.3% |
| Participant deferral / active EE | $13,754 | $4,643+196.2% | $4,319+218.5% | $6,688+105.7% |
| Admin fee / account holder | $12 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |