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 | $121,440 | $88,710+36.9% | $81,783+48.5% | $145,959-16.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.74% | 1027.26%-1013.5pp | 775.05%-761.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $5,470 | $3,083+77.4% | $2,913+87.8% | $4,661+17.4% |
| Participant deferral / active EE | $9,364 | $4,645+101.6% | $4,320+116.7% | $6,689+40.0% |
| Admin fee / account holder | $58 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |