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 | $67,164 | $49,922+34.5% | $80,569-16.6% | $75,163-10.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.77% | 34.69%-17.9pp | 935.43%-918.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,285 | $1,698+34.5% | $2,723-16.1% | $2,670-14.4% |
| Participant deferral / active EE | $6,311 | $2,990+111.0% | $4,447+41.9% | $4,125+53.0% |
| Admin fee / account holder | $204 | $3,577-94.3% | $5,377-96.2% | $5,651-96.4% |