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 | $54,573 | $100,041-45.5% | $149,718-63.5% | $70,131-22.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.39% | 27.43%-5.0pp | 1501.63%-1479.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,545 | $3,662-30.5% | $5,445-53.3% | $2,342+8.7% |
| Participant deferral / active EE | $2,902 | $4,983-41.7% | $6,569-55.8% | $3,332-12.9% |
| Admin fee / account holder | $143 | $8,286-98.3% | $11,283-98.7% | $4,645-96.9% |