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 | $124,860 | $104,907+19.0% | $84,611+47.6% | $152,861-18.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.60% | 373.79%-352.2pp | 258.74%-237.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $12,458 | $3,302+277.3% | $2,652+369.7% | $4,762+161.6% |
| Participant deferral / active EE | $6,696 | $4,688+42.8% | $3,899+71.8% | $5,850+14.5% |
| Admin fee / account holder | $296 | $6,241-95.3% | $4,912-94.0% | $11,596-97.4% |