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 | $74,693 | $159,901-53.3% | $146,958-49.2% | $145,922-48.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.74% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $9,802 | $5,286+85.4% | $4,933+98.7% | $4,660+110.4% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $247 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |