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 | $86,599 | $138,065-37.3% | $123,544-29.9% | $135,375-36.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 21.32% | 153.68%-132.4pp | 119.20%-97.9pp | 519.73%-498.4pp |
| Employer contribution / active EE | $11,115 | $5,151+115.8% | $4,628+140.2% | $4,779+132.6% |
| Participant deferral / active EE | $14,182 | $6,799+108.6% | $6,426+120.7% | $5,609+152.9% |
| Admin fee / account holder | $242 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |