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 | $95,948 | $159,901-40.0% | $146,958-34.7% | $145,922-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,804 | $5,286+28.7% | $4,933+37.9% | $4,660+46.0% |
| Participant deferral / active EE | $15,026 | $8,428+78.3% | $8,070+86.2% | $6,688+124.7% |
| Admin fee / account holder | $85 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |