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 | $123,902 | $99,020+25.1% | $86,590+43.1% | $147,584-16.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.19% | 1312.34%-1296.1pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $12,540 | $3,132+300.4% | $2,839+341.7% | $4,876+157.2% |
| Participant deferral / active EE | $1,711 | $3,972-56.9% | $3,609-52.6% | $5,439-68.5% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |