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 | $105,000 | $232,540-54.8% | $185,117-43.3% | $147,584-28.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.23% | 43.03%-21.8pp | 40.50%-19.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,074 | $5,195-79.3% | $4,182-74.3% | $4,876-78.0% |
| Participant deferral / active EE | $6,300 | $5,834+8.0% | $5,045+24.9% | $5,439+15.8% |
| Admin fee / account holder | $40 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |