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 | $60,519 | $105,859-42.8% | $90,160-32.9% | $147,584-59.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.35% | 37.63%-14.3pp | 34.88%-11.5pp | 578.55%-555.2pp |
| Employer contribution / active EE | $13,587 | $4,126+229.3% | $3,318+309.5% | $4,876+178.6% |
| Participant deferral / active EE | $9,597 | $5,733+67.4% | $5,288+81.5% | $5,439+76.4% |
| Admin fee / account holder | $24 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |