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 | $66,001 | $90,600-27.2% | $79,464-16.9% | $135,375-51.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.84% | 977.43%-971.6pp | 718.14%-712.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $5,027 | $3,068+63.8% | $2,800+79.5% | $4,779+5.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $206 | $5,907-96.5% | $5,113-96.0% | $10,827-98.1% |