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 | $110,834 | $105,998+4.6% | $92,233+20.2% | $147,584-24.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.21% | 50.05%-33.8pp | 176.28%-160.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $17,397 | $4,333+301.5% | $3,679+372.8% | $4,876+256.8% |
| Participant deferral / active EE | $3,357 | $4,478-25.0% | $3,897-13.9% | $5,439-38.3% |
| Admin fee / account holder | $123 | $6,332-98.1% | $5,194-97.6% | $10,885-98.9% |