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 | $99,777 | $99,020+0.8% | $86,590+15.2% | $147,584-32.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.50% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.1pp |
| Employer contribution / active EE | $13,969 | $3,132+346.0% | $2,839+392.0% | $4,876+186.5% |
| Participant deferral / active EE | $8,803 | $3,972+121.6% | $3,609+144.0% | $5,439+61.9% |
| Admin fee / account holder | $131 | $5,710-97.7% | $4,906-97.3% | $10,885-98.8% |