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 7-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 | $102,255 | $104,974-2.6% | $95,585+7.0% | $142,382-28.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.65% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,997 | $2,779+79.8% | $2,527+97.8% | $4,299+16.2% |
| Participant deferral / active EE | $9,064 | $4,352+108.3% | $4,023+125.3% | $6,507+39.3% |
| Admin fee / account holder | $11 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |