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 | $99,921 | $112,881-11.5% | $90,951+9.9% | $158,922-37.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.98% | 215.79%-210.8pp | 134.60%-129.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $4,000 | $2,893+38.3% | $2,122+88.5% | $4,761-16.0% |
| Participant deferral / active EE | $2,722 | $4,128-34.0% | $3,373-19.3% | $5,982-54.5% |
| Admin fee / account holder | $248 | $8,041-96.9% | $5,959-95.8% | $11,246-97.8% |