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 | $121,543 | $88,751+36.9% | $81,812+48.6% | $145,922-16.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.98% | 1025.40%-1001.4pp | 773.79%-749.8pp | 561.29%-537.3pp |
| Employer contribution / active EE | $5,851 | $3,083+89.8% | $2,912+100.9% | $4,660+25.6% |
| Participant deferral / active EE | $5,380 | $4,643+15.9% | $4,319+24.6% | $6,688-19.6% |
| Admin fee / account holder | $39 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |