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 | $107,856 | $209,411-48.5% | $178,490-39.6% | $158,922-32.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.68% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $11,774 | $5,706+106.3% | $5,011+135.0% | $4,761+147.3% |
| Participant deferral / active EE | $13,447 | $5,954+125.8% | $5,202+158.5% | $5,982+124.8% |
| Admin fee / account holder | $131 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |