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 | $98,976 | $57,281+72.8% | $86,612+14.3% | $75,163+31.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.99% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,266 | $2,314+41.1% | $3,022+8.1% | $2,670+22.3% |
| Participant deferral / active EE | $5,478 | $3,318+65.1% | $4,438+23.4% | $4,125+32.8% |
| Admin fee / account holder | $112 | $4,112-97.3% | $5,614-98.0% | $5,651-98.0% |