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 | $89,840 | $88,710+1.3% | $81,783+9.9% | $145,959-38.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.02% | 1027.26%-1014.2pp | 775.05%-762.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $6,070 | $3,083+96.9% | $2,913+108.4% | $4,661+30.2% |
| Participant deferral / active EE | $8,852 | $4,645+90.6% | $4,320+104.9% | $6,689+32.3% |
| Admin fee / account holder | $66 | $8,407-99.2% | $7,380-99.1% | $13,398-99.5% |