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 | $96,726 | $144,119-32.9% | $117,854-17.9% | $147,584-34.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.01% | 531.15%-516.1pp | 335.08%-320.1pp | 578.55%-563.5pp |
| Employer contribution / active EE | $7,228 | $4,896+47.6% | $3,786+90.9% | $4,876+48.2% |
| Participant deferral / active EE | $5,191 | $5,316-2.3% | $4,482+15.8% | $5,439-4.6% |
| Admin fee / account holder | $161 | $10,886-98.5% | $8,020-98.0% | $10,885-98.5% |