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 | $76,045 | $104,907-27.5% | $84,611-10.1% | $152,861-50.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.36% | 373.79%-354.4pp | 258.74%-239.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $18,777 | $3,302+468.7% | $2,652+608.0% | $4,762+294.3% |
| Participant deferral / active EE | $14,366 | $4,688+206.5% | $3,899+268.5% | $5,850+145.6% |
| Admin fee / account holder | $103 | $6,241-98.4% | $4,912-97.9% | $11,596-99.1% |