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 | $95,544 | $131,829-27.5% | $108,579-12.0% | $273,961-65.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 85.36% | -91.57%+176.9pp | -51.70%+137.1pp | 41.45%+43.9pp |
| Employer contribution / active EE | $11,639 | $4,912+136.9% | $3,758+209.7% | $4,869+139.1% |
| Participant deferral / active EE | $20,000 | $5,127+290.1% | $4,311+364.0% | $5,287+278.3% |
| Admin fee / account holder | $43 | $10,252-99.6% | $7,645-99.4% | $10,132-99.6% |