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 | $113,420 | $157,256-27.9% | $141,162-19.7% | $152,861-25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.63% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,616 | $5,261-12.3% | $4,735-2.5% | $4,762-3.1% |
| Participant deferral / active EE | $9,326 | $7,109+31.2% | $6,709+39.0% | $5,850+59.4% |
| Admin fee / account holder | $188 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |