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 | $93,438 | $118,680-21.3% | $98,907-5.5% | $158,922-41.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.76% | 372.35%-351.6pp | 196.43%-175.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $12,662 | $3,333+279.9% | $2,689+370.9% | $4,761+165.9% |
| Participant deferral / active EE | $4,002 | $5,088-21.3% | $4,244-5.7% | $5,982-33.1% |
| Admin fee / account holder | $52 | $10,131-99.5% | $6,642-99.2% | $11,246-99.5% |