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 | $100,548 | $105,998-5.1% | $92,233+9.0% | $147,584-31.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.92% | 50.05%-31.1pp | 176.28%-157.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $12,059 | $4,333+178.3% | $3,679+227.7% | $4,876+147.3% |
| Participant deferral / active EE | $8,876 | $4,478+98.2% | $3,897+127.8% | $5,439+63.2% |
| Admin fee / account holder | $232 | $6,332-96.3% | $5,194-95.5% | $10,885-97.9% |