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 | $89,416 | $107,934-17.2% | $91,989-2.8% | $152,861-41.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.48% | 89.24%-63.8pp | 69.02%-43.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $8,359 | $4,210+98.6% | $3,452+142.2% | $4,762+75.5% |
| Participant deferral / active EE | $8,918 | $6,364+40.1% | $5,923+50.6% | $5,850+52.4% |
| Admin fee / account holder | $49 | $10,520-99.5% | $7,743-99.4% | $11,596-99.6% |