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 | $106,790 | $169,032-36.8% | $129,207-17.4% | $145,922-26.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.75% | 14330.11%-14314.4pp | 9417.33%-9401.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,338 | $5,537-39.7% | $4,153-19.6% | $4,660-28.4% |
| Participant deferral / active EE | $3,338 | $4,987-33.1% | $4,168-19.9% | $6,688-50.1% |
| Admin fee / account holder | $10 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |