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 | $107,477 | $109,327-1.7% | $89,391+20.2% | $158,922-32.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.93% | 345.68%-339.7pp | 245.62%-239.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $10,274 | $3,170+224.1% | $2,586+297.4% | $4,761+115.8% |
| Participant deferral / active EE | $5,293 | $4,598+15.1% | $3,890+36.1% | $5,982-11.5% |
| Admin fee / account holder | $206 | $6,153-96.6% | $4,881-95.8% | $11,246-98.2% |