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 | $98,749 | $88,751+11.3% | $81,812+20.7% | $145,922-32.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.59% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $5,112 | $3,083+65.8% | $2,912+75.5% | $4,660+9.7% |
| Participant deferral / active EE | $5,680 | $4,643+22.3% | $4,319+31.5% | $6,688-15.1% |
| Admin fee / account holder | $95 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |