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 | $111,069 | $144,119-22.9% | $117,854-5.8% | $147,584-24.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 17.72% | 531.15%-513.4pp | 335.08%-317.4pp | 578.55%-560.8pp |
| Employer contribution / active EE | $6,317 | $4,896+29.0% | $3,786+66.8% | $4,876+29.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |