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 | $105,109 | $144,119-27.1% | $117,854-10.8% | $147,584-28.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.72% | 531.15%-516.4pp | 335.08%-320.4pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,523 | $4,896-68.9% | $3,786-59.8% | $4,876-68.8% |
| Participant deferral / active EE | $3,935 | $5,316-26.0% | $4,482-12.2% | $5,439-27.7% |
| Admin fee / account holder | $101 | $10,886-99.1% | $8,020-98.7% | $10,885-99.1% |