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 | $36,041 | $157,256-77.1% | $141,162-74.5% | $152,861-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 43.01% | 64.32%-21.3pp | 71.39%-28.4pp | 345.32%-302.3pp |
| Employer contribution / active EE | $8,926 | $5,261+69.7% | $4,735+88.5% | $4,762+87.4% |
| Participant deferral / active EE | $7,468 | $7,109+5.0% | $6,709+11.3% | $5,850+27.7% |
| Admin fee / account holder | $210 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |