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 | $120,671 | $162,781-25.9% | $133,956-9.9% | $158,922-24.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.36% | 41.94%-22.6pp | 45.09%-25.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $9,251 | $4,975+85.9% | $3,919+136.1% | $4,761+94.3% |
| Participant deferral / active EE | $19,225 | $5,911+225.2% | $5,048+280.9% | $5,982+221.4% |
| Admin fee / account holder | $60 | $11,736-99.5% | $8,927-99.3% | $11,246-99.5% |