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 | $106,682 | $165,984-35.7% | $164,813-35.3% | $145,922-26.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.64% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,958 | $5,273+13.0% | $4,341+37.2% | $4,660+27.9% |
| Participant deferral / active EE | $13,077 | $6,959+87.9% | $6,031+116.8% | $6,688+95.5% |
| Admin fee / account holder | $50 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |