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 | $109,641 | $162,781-32.6% | $133,956-18.2% | $158,922-31.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.25% | 41.94%-21.7pp | 45.09%-24.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $9,158 | $4,975+84.1% | $3,919+133.7% | $4,761+92.3% |
| Participant deferral / active EE | $6,691 | $5,911+13.2% | $5,048+32.6% | $5,982+11.9% |
| Admin fee / account holder | $23 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |