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 | $124,289 | $118,680+4.7% | $98,907+25.7% | $158,922-21.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.57% | 372.35%-348.8pp | 196.43%-172.9pp | 302.83%-279.3pp |
| Employer contribution / active EE | $7,307 | $3,333+119.2% | $2,689+171.7% | $4,761+53.5% |
| Participant deferral / active EE | $13,000 | $5,088+155.5% | $4,244+206.3% | $5,982+117.3% |
| Admin fee / account holder | $49 | $10,131-99.5% | $6,642-99.3% | $11,246-99.6% |