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 | $60,259 | $85,202-29.3% | $172,739-65.1% | $72,985-17.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.39% | 27.32%-5.9pp | 802.84%-781.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $5,418 | $3,324+63.0% | $5,143+5.4% | $2,440+122.1% |
| Participant deferral / active EE | $3,784 | $3,260+16.1% | $5,198-27.2% | $3,607+4.9% |
| Admin fee / account holder | $42 | $5,884-99.3% | $13,954-99.7% | $5,124-99.2% |