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 | $88,710+45.5% | $81,783+57.8% | $145,959-11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.77% | 1027.26%-1005.5pp | 775.05%-753.3pp | 561.95%-540.2pp |
| Employer contribution / active EE | $6,492 | $3,083+110.5% | $2,913+122.9% | $4,661+39.3% |
| Participant deferral / active EE | $13,754 | $4,645+196.1% | $4,320+218.4% | $6,689+105.6% |
| Admin fee / account holder | $12 | $8,407-99.9% | $7,380-99.8% | $13,398-99.9% |