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 | $83,291 | $107,334-22.4% | $92,893-10.3% | $152,861-45.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.20% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $9,946 | $4,221+135.6% | $3,653+172.3% | $4,762+108.8% |
| Participant deferral / active EE | $4,240 | $4,845-12.5% | $4,236+0.1% | $5,850-27.5% |
| Admin fee / account holder | $44 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |