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 | $79,349 | $165,912-52.2% | $122,332-35.1% | $147,584-46.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.41% | 34.55%-16.1pp | 30.27%-11.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,156 | $5,754-45.2% | $4,050-22.1% | $4,876-35.3% |
| Participant deferral / active EE | $10,519 | $4,005+162.6% | $3,287+220.0% | $5,439+93.4% |
| Admin fee / account holder | $225 | $7,424-97.0% | $5,478-95.9% | $10,885-97.9% |