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 | $62,808 | $129,217-51.4% | $93,406-32.8% | $158,922-60.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 14.10% | 118.21%-104.1pp | 78.05%-64.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,019 | $2,711+11.4% | $2,075+45.5% | $4,761-36.6% |
| Participant deferral / active EE | $11,346 | $3,909+190.3% | $3,126+263.0% | $5,982+89.7% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |