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 | $133,668 | $99,020+35.0% | $86,590+54.4% | $147,584-9.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.96% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $5,550 | $3,132+77.2% | $2,839+95.5% | $4,876+13.8% |
| Participant deferral / active EE | $4,950 | $3,972+24.6% | $3,609+37.2% | $5,439-9.0% |
| Admin fee / account holder | $38 | $5,710-99.3% | $4,906-99.2% | $10,885-99.7% |