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 | $120,189 | $88,751+35.4% | $81,812+46.9% | $145,922-17.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.63% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,957 | $3,083+28.3% | $2,912+35.9% | $4,660-15.1% |
| Participant deferral / active EE | $5,405 | $4,643+16.4% | $4,319+25.1% | $6,688-19.2% |
| Admin fee / account holder | $45 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |