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 | $117,890 | $99,020+19.1% | $86,590+36.1% | $147,584-20.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.23% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,774 | $3,132-11.4% | $2,839-2.3% | $4,876-43.1% |
| Participant deferral / active EE | $10,159 | $3,972+155.7% | $3,609+181.5% | $5,439+86.8% |
| Admin fee / account holder | $173 | $5,710-97.0% | $4,906-96.5% | $10,885-98.4% |