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 | $107,993 | $162,781-33.7% | $133,956-19.4% | $158,922-32.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.24% | 41.94%-29.7pp | 45.09%-32.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $8,411 | $4,975+69.0% | $3,919+114.6% | $4,761+76.7% |
| Participant deferral / active EE | $12,235 | $5,911+107.0% | $5,048+142.4% | $5,982+104.5% |
| Admin fee / account holder | $184 | $11,736-98.4% | $8,927-97.9% | $11,246-98.4% |