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 | $104,495 | $88,710+17.8% | $81,783+27.8% | $145,959-28.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.72% | 1027.26%-1017.5pp | 775.05%-765.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $8,605 | $3,083+179.1% | $2,913+195.4% | $4,661+84.6% |
| Participant deferral / active EE | $2,650 | $4,645-42.9% | $4,320-38.7% | $6,689-60.4% |
| Admin fee / account holder | $60 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |