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 | $118,465 | $159,901-25.9% | $146,958-19.4% | $145,922-18.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.03% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $6,340 | $5,286+19.9% | $4,933+28.5% | $4,660+36.1% |
| Participant deferral / active EE | $6,057 | $8,428-28.1% | $8,070-24.9% | $6,688-9.4% |
| Admin fee / account holder | $52 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |