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 | $60,048 | $107,334-44.1% | $92,893-35.4% | $152,861-60.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.74% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,900 | $4,221-31.3% | $3,653-20.6% | $4,762-39.1% |
| Participant deferral / active EE | $2,309 | $4,845-52.3% | $4,236-45.5% | $5,850-60.5% |
| Admin fee / account holder | $277 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |