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 | $123,955 | $162,781-23.9% | $133,956-7.5% | $158,922-22.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.20% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $10,958 | $4,975+120.2% | $3,919+179.6% | $4,761+130.2% |
| Participant deferral / active EE | $6,815 | $5,911+15.3% | $5,048+35.0% | $5,982+13.9% |
| Admin fee / account holder | $98 | $11,736-99.2% | $8,927-98.9% | $11,246-99.1% |