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 | $96,210 | $99,020-2.8% | $86,590+11.1% | $147,584-34.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.65% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,246 | $3,132-28.3% | $2,839-20.9% | $4,876-53.9% |
| Participant deferral / active EE | $6,994 | $3,972+76.1% | $3,609+93.8% | $5,439+28.6% |
| Admin fee / account holder | $60 | $5,710-99.0% | $4,906-98.8% | $10,885-99.4% |