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 | $107,690 | $150,187-28.3% | $120,354-10.5% | $145,922-26.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 39.19% | 154.07%-114.9pp | 107.15%-68.0pp | 561.29%-522.1pp |
| Employer contribution / active EE | $4,000 | $4,348-8.0% | $3,463+15.5% | $4,660-14.2% |
| Participant deferral / active EE | $4,675 | $6,173-24.3% | $4,991-6.3% | $6,688-30.1% |
| Admin fee / account holder | $269 | $12,207-97.8% | $9,423-97.1% | $13,397-98.0% |