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 6-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 | $104,442 | $110,809-5.7% | $86,874+20.2% | $167,490-37.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.81% | 116.98%-106.2pp | 63.52%-52.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $58,000 | $3,244+1688.0% | $2,495+2224.3% | $4,837+1099.0% |
| Participant deferral / active EE | $4,333 | $4,546-4.7% | $3,699+17.1% | $6,341-31.7% |
| Admin fee / account holder | $10 | $8,415-99.9% | $5,828-99.8% | $12,309-99.9% |