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 | $120,925 | $107,334+12.7% | $92,893+30.2% | $152,861-20.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.11% | 145.58%-121.5pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,914 | $4,221-31.0% | $3,653-20.2% | $4,762-38.8% |
| Participant deferral / active EE | $11,171 | $4,845+130.6% | $4,236+163.7% | $5,850+91.0% |
| Admin fee / account holder | $125 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |