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 | $95,055 | $99,020-4.0% | $86,590+9.8% | $147,584-35.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.69% | 1312.34%-1285.6pp | 964.84%-938.2pp | 578.55%-551.9pp |
| Employer contribution / active EE | $7,000 | $3,132+123.5% | $2,839+146.5% | $4,876+43.6% |
| Participant deferral / active EE | $6,500 | $3,972+63.6% | $3,609+80.1% | $5,439+19.5% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |