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 | $120,304 | $183,963-34.6% | $162,163-25.8% | $152,861-21.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.92% | 150.76%-115.8pp | 115.59%-80.7pp | 345.32%-310.4pp |
| Employer contribution / active EE | $3,337 | $6,371-47.6% | $5,614-40.6% | $4,762-29.9% |
| Participant deferral / active EE | $7,016 | $8,034-12.7% | $7,298-3.9% | $5,850+19.9% |
| Admin fee / account holder | $16 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |