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 | $79,898 | $88,751-10.0% | $81,812-2.3% | $145,922-45.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.57% | 1025.40%-992.8pp | 773.79%-741.2pp | 561.29%-528.7pp |
| Employer contribution / active EE | $3,050 | $3,083-1.1% | $2,912+4.7% | $4,660-34.5% |
| Participant deferral / active EE | $8,194 | $4,643+76.5% | $4,319+89.7% | $6,688+22.5% |
| Admin fee / account holder | $129 | $8,415-98.5% | $7,386-98.3% | $13,397-99.0% |