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 | $81,115 | $49,922+62.5% | $80,569+0.7% | $75,163+7.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 20.55% | 34.69%-14.1pp | 935.43%-914.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $5,566 | $1,698+227.8% | $2,723+104.4% | $2,670+108.5% |
| Participant deferral / active EE | $5,691 | $2,990+90.3% | $4,447+28.0% | $4,125+38.0% |
| Admin fee / account holder | $127 | $3,577-96.5% | $5,377-97.6% | $5,651-97.8% |