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 | $115,954 | $158,398-26.8% | $126,539-8.4% | $142,382-18.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.46% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,542 | $4,650+40.7% | $3,674+78.1% | $4,299+52.2% |
| Participant deferral / active EE | $7,960 | $4,767+67.0% | $4,083+95.0% | $6,507+22.3% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |