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 | $60,803 | $77,419-21.5% | $69,455-12.5% | $152,861-60.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.64% | 39.06%-18.4pp | 28.97%-8.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,535 | $3,315+6.6% | $2,779+27.2% | $4,762-25.8% |
| Participant deferral / active EE | $13,410 | $4,414+203.8% | $3,535+279.3% | $5,850+129.2% |
| Admin fee / account holder | $60 | $6,207-99.0% | $3,839-98.4% | $11,596-99.5% |