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 | $113,359 | $105,998+6.9% | $92,233+22.9% | $147,584-23.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.92% | 50.05%-34.1pp | 176.28%-160.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,863 | $4,333-33.9% | $3,679-22.2% | $4,876-41.3% |
| Participant deferral / active EE | $8,318 | $4,478+85.8% | $3,897+113.5% | $5,439+52.9% |
| Admin fee / account holder | $92 | $6,332-98.6% | $5,194-98.2% | $10,885-99.2% |