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 | $63,717 | $144,119-55.8% | $117,854-45.9% | $147,584-56.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.18% | 531.15%-515.0pp | 335.08%-318.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,124 | $4,896-15.8% | $3,786+8.9% | $4,876-15.4% |
| Participant deferral / active EE | $6,627 | $5,316+24.7% | $4,482+47.9% | $5,439+21.8% |
| Admin fee / account holder | $185 | $10,886-98.3% | $8,020-97.7% | $10,885-98.3% |