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 | $101,907 | $100,773+1.1% | $88,946+14.6% | $142,382-28.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.59% | 70.18%-56.6pp | 57.82%-44.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,531 | $2,918+21.0% | $2,555+38.2% | $4,299-17.9% |
| Participant deferral / active EE | $13,980 | $5,230+167.3% | $4,581+205.1% | $6,507+114.8% |
| Admin fee / account holder | $246 | $9,693-97.5% | $8,261-97.0% | $12,624-98.0% |