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 | $70,405 | $102,966-31.6% | $90,281-22.0% | $152,861-53.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.68% | 95.16%-67.5pp | 78.10%-50.4pp | 345.32%-317.6pp |
| Employer contribution / active EE | $6,589 | $3,139+109.9% | $2,854+130.8% | $4,762+38.3% |
| Participant deferral / active EE | $6,150 | $4,281+43.6% | $3,885+58.3% | $5,850+5.1% |
| Admin fee / account holder | $48 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |