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 | $99,496 | $165,335-39.8% | $149,696-33.5% | $158,922-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.60% | 348.15%-327.5pp | 276.60%-256.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $14,957 | $5,103+193.1% | $4,644+222.0% | $4,761+214.1% |
| Participant deferral / active EE | $10,220 | $7,181+42.3% | $6,842+49.4% | $5,982+70.8% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |