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 | $122,163 | $226,064-46.0% | $182,532-33.1% | $152,861-20.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.11% | 192.51%-160.4pp | 148.54%-116.4pp | 345.32%-313.2pp |
| Employer contribution / active EE | $23,397 | $4,978+370.0% | $4,076+474.0% | $4,762+391.3% |
| Participant deferral / active EE | $9,250 | $6,368+45.3% | $5,524+67.4% | $5,850+58.1% |
| Admin fee / account holder | $221 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |