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 | $115,959 | $157,256-26.3% | $141,162-17.9% | $152,861-24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.73% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $15,714 | $5,261+198.7% | $4,735+231.9% | $4,762+230.0% |
| Participant deferral / active EE | $10,321 | $7,109+45.2% | $6,709+53.8% | $5,850+76.4% |
| Admin fee / account holder | $182 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |