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 | $77,802 | $103,376-24.7% | $87,100-10.7% | $152,861-49.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.70% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,198 | $3,220+92.5% | $2,521+145.8% | $4,762+30.2% |
| Participant deferral / active EE | $6,413 | $4,778+34.2% | $4,049+58.4% | $5,850+9.6% |
| Admin fee / account holder | $31 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |