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 | $93,906 | $105,998-11.4% | $92,233+1.8% | $147,584-36.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.32% | 50.05%-29.7pp | 176.28%-156.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $15,994 | $4,333+269.1% | $3,679+334.7% | $4,876+228.0% |
| Participant deferral / active EE | $5,366 | $4,478+19.8% | $3,897+37.7% | $5,439-1.3% |
| Admin fee / account holder | $233 | $6,332-96.3% | $5,194-95.5% | $10,885-97.9% |