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 | $78,439 | $102,966-23.8% | $90,281-13.1% | $152,861-48.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.89% | 95.16%-67.3pp | 78.10%-50.2pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,782 | $3,139-43.2% | $2,854-37.6% | $4,762-62.6% |
| Participant deferral / active EE | $9,849 | $4,281+130.0% | $3,885+153.5% | $5,850+68.3% |
| Admin fee / account holder | $241 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |