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 | $104,561 | $165,335-36.8% | $149,696-30.2% | $158,922-34.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.78% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,319 | $5,103-35.0% | $4,644-28.5% | $4,761-30.3% |
| Participant deferral / active EE | $14,949 | $7,181+108.2% | $6,842+118.5% | $5,982+149.9% |
| Admin fee / account holder | $100 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |