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 | $80,691 | $99,020-18.5% | $86,590-6.8% | $147,584-45.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.17% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,187 | $3,132+1.8% | $2,839+12.3% | $4,876-34.6% |
| Participant deferral / active EE | $6,558 | $3,972+65.1% | $3,609+81.7% | $5,439+20.6% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |