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 | $124,021 | $78,694+57.6% | $67,652+83.3% | $125,391-1.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.58% | 9.46%-6.9pp | 6625.04%-6622.5pp | 282.22%-279.6pp |
| Employer contribution / active EE | $8,976 | $3,044+194.9% | $2,266+296.2% | $4,866+84.5% |
| Participant deferral / active EE | $1,854 | $4,292-56.8% | $3,560-47.9% | $5,352-65.3% |
| Admin fee / account holder | $20 | $7,403-99.7% | $4,821-99.6% | $9,540-99.8% |