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 | $111,065 | $99,020+12.2% | $86,590+28.3% | $147,584-24.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.84% | 1312.34%-1289.5pp | 964.84%-942.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,394 | $3,132-23.6% | $2,839-15.7% | $4,876-50.9% |
| Participant deferral / active EE | $3,562 | $3,972-10.3% | $3,609-1.3% | $5,439-34.5% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |