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 | $59,900 | $105,998-43.5% | $92,233-35.1% | $147,584-59.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.80% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $5,486 | $4,333+26.6% | $3,679+49.1% | $4,876+12.5% |
| Participant deferral / active EE | $3,550 | $4,478-20.7% | $3,897-8.9% | $5,439-34.7% |
| Admin fee / account holder | $228 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |