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 | $137,315 | $102,604+33.8% | $86,188+59.3% | $139,434-1.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.76% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,611 | $3,032-46.9% | $2,380-32.3% | $4,751-66.1% |
| Participant deferral / active EE | $3,832 | $4,676-18.1% | $3,985-3.9% | $6,710-42.9% |
| Admin fee / account holder | $28 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |