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 | $77,016 | $112,881-31.8% | $90,951-15.3% | $158,922-51.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 38.40% | 215.79%-177.4pp | 134.60%-96.2pp | 302.83%-264.4pp |
| Employer contribution / active EE | $3,503 | $2,893+21.1% | $2,122+65.1% | $4,761-26.4% |
| Participant deferral / active EE | $9,367 | $4,128+126.9% | $3,373+177.7% | $5,982+56.6% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |