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 | $102,661 | $159,901-35.8% | $146,958-30.1% | $145,922-29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $7,128 | $5,286+34.8% | $4,933+44.5% | $4,660+53.0% |
| Participant deferral / active EE | $10,055 | $8,428+19.3% | $8,070+24.6% | $6,688+50.4% |
| Admin fee / account holder | $256 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |