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 | $88,502 | $183,963-51.9% | $162,163-45.4% | $152,861-42.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.67% | 150.76%-135.1pp | 115.59%-99.9pp | 345.32%-329.7pp |
| Employer contribution / active EE | $11,578 | $6,371+81.7% | $5,614+106.2% | $4,762+143.1% |
| Participant deferral / active EE | $9,206 | $8,034+14.6% | $7,298+26.1% | $5,850+57.4% |
| Admin fee / account holder | $79 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |