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 | $149,040-22.2% | $120,225-3.6% | $137,256-15.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.46% | 605.68%-586.2pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $6,542 | $4,350+50.4% | $3,475+88.2% | $4,156+57.4% |
| Participant deferral / active EE | $7,960 | $4,655+71.0% | $3,999+99.1% | $6,407+24.2% |
| Admin fee / account holder | $19 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |