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 | $61,295 | $226,064-72.9% | $182,532-66.4% | $152,861-59.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.38% | 192.51%-170.1pp | 148.54%-126.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,017 | $4,978-59.5% | $4,076-50.5% | $4,762-57.7% |
| Participant deferral / active EE | $2,794 | $6,368-56.1% | $5,524-49.4% | $5,850-52.2% |
| Admin fee / account holder | $90 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |