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 | $101,389 | $99,020+2.4% | $86,590+17.1% | $147,584-31.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.86% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $928 | $3,132-70.4% | $2,839-67.3% | $4,876-81.0% |
| Participant deferral / active EE | $1,785 | $3,972-55.1% | $3,609-50.5% | $5,439-67.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |