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 | $113,551 | $114,047-0.4% | $96,139+18.1% | $167,490-32.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.84% | 189.88%-167.0pp | 191.94%-169.1pp | 478.56%-455.7pp |
| Employer contribution / active EE | $2,451 | $3,427-28.5% | $2,797-12.4% | $4,837-49.3% |
| Participant deferral / active EE | $10,457 | $5,194+101.3% | $4,349+140.5% | $6,341+64.9% |
| Admin fee / account holder | $114 | $6,897-98.3% | $5,537-97.9% | $12,309-99.1% |