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 | $133,833 | $90,600+47.7% | $79,464+68.4% | $135,375-1.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.29% | 977.43%-967.1pp | 718.14%-707.9pp | 519.73%-509.4pp |
| Employer contribution / active EE | $3,410 | $3,068+11.1% | $2,800+21.8% | $4,779-28.6% |
| Participant deferral / active EE | $6,455 | $4,050+59.4% | $3,704+74.3% | $5,609+15.1% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |