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 | $62,850 | $100,773-37.6% | $88,946-29.3% | $142,382-55.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 29.11% | 70.18%-41.1pp | 57.82%-28.7pp | 217.08%-188.0pp |
| Employer contribution / active EE | $5,332 | $2,918+82.8% | $2,555+108.7% | $4,299+24.0% |
| Participant deferral / active EE | $32,875 | $5,230+528.6% | $4,581+617.6% | $6,507+405.2% |
| Admin fee / account holder | $190 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |