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 | $102,562 | $181,894-43.6% | $156,549-34.5% | $273,961-62.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 181.63% | 30.74%+150.9pp | 32.23%+149.4pp | 41.45%+140.2pp |
| Employer contribution / active EE | $36,572 | $6,248+485.3% | $5,501+564.8% | $4,869+651.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $207 | $15,559-98.7% | $13,027-98.4% | $10,132-98.0% |