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 | $131,068 | $97,757+34.1% | $83,848+56.3% | $135,375-3.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.34% | 1287.37%-1279.0pp | 850.88%-842.5pp | 519.73%-511.4pp |
| Employer contribution / active EE | $15,307 | $4,222+262.6% | $3,631+321.6% | $4,779+220.3% |
| Participant deferral / active EE | $1,936 | $4,682-58.7% | $4,082-52.6% | $5,609-65.5% |
| Admin fee / account holder | $57 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |