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 | $92,555 | $99,020-6.5% | $86,590+6.9% | $147,584-37.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.35% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,665 | $3,132+112.8% | $2,839+134.7% | $4,876+36.7% |
| Participant deferral / active EE | $2,779 | $3,972-30.1% | $3,609-23.0% | $5,439-48.9% |
| Admin fee / account holder | $102 | $5,710-98.2% | $4,906-97.9% | $10,885-99.1% |