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 | $76,285 | $226,064-66.3% | $182,532-58.2% | $152,861-50.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.14% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,352 | $4,978-32.7% | $4,076-17.8% | $4,762-29.6% |
| Participant deferral / active EE | $3,352 | $6,368-47.4% | $5,524-39.3% | $5,850-42.7% |
| Admin fee / account holder | $15 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |