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 | $112,272 | $112,096+0.2% | $95,952+17.0% | $158,922-29.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.01% | 171.09%-145.1pp | 91.61%-65.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $10,567 | $3,198+230.4% | $2,541+315.8% | $4,761+121.9% |
| Participant deferral / active EE | $15,786 | $4,784+230.0% | $4,167+278.8% | $5,982+163.9% |
| Admin fee / account holder | $19 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |