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 | $66,523 | $107,334-38.0% | $92,893-28.4% | $152,861-56.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.72% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $11,681 | $4,221+176.7% | $3,653+219.8% | $4,762+145.3% |
| Participant deferral / active EE | $7,013 | $4,845+44.8% | $4,236+65.6% | $5,850+19.9% |
| Admin fee / account holder | $89 | $7,079-98.7% | $5,794-98.5% | $11,596-99.2% |