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 | $99,431 | $228,332-56.5% | $185,823-46.5% | $158,922-37.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.60% | 40.80%-34.2pp | 35.95%-29.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $14,863 | $4,967+199.3% | $4,087+263.6% | $4,761+212.2% |
| Participant deferral / active EE | $1,500 | $6,415-76.6% | $5,632-73.4% | $5,982-74.9% |
| Admin fee / account holder | $16 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |