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 | $60,787 | $144,119-57.8% | $117,854-48.4% | $147,584-58.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.05% | 531.15%-514.1pp | 335.08%-318.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,092 | $4,896-36.8% | $3,786-18.3% | $4,876-36.6% |
| Participant deferral / active EE | $13,775 | $5,316+159.1% | $4,482+207.4% | $5,439+153.3% |
| Admin fee / account holder | $255 | $10,886-97.7% | $8,020-96.8% | $10,885-97.7% |