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 | $61,302 | $107,334-42.9% | $92,893-34.0% | $152,861-59.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.22% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $4,249 | $4,221+0.7% | $3,653+16.3% | $4,762-10.8% |
| Participant deferral / active EE | $10,732 | $4,845+121.5% | $4,236+153.3% | $5,850+83.4% |
| Admin fee / account holder | $40 | $7,079-99.4% | $5,794-99.3% | $11,596-99.7% |