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 | $107,117 | $149,734-28.5% | $118,925-9.9% | $158,922-32.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.95% | 19.95%-2.0pp | 35.88%-17.9pp | 302.83%-284.9pp |
| Employer contribution / active EE | $15,232 | $4,115+270.1% | $3,263+366.9% | $4,761+219.9% |
| Participant deferral / active EE | $9,116 | $5,223+74.5% | $4,265+113.8% | $5,982+52.4% |
| Admin fee / account holder | $270 | $8,603-96.9% | $6,581-95.9% | $11,246-97.6% |