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 | $75,747 | $105,859-28.4% | $90,160-16.0% | $147,584-48.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.61% | 37.63%-16.0pp | 34.88%-13.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $5,450 | $4,126+32.1% | $3,318+64.3% | $4,876+11.8% |
| Participant deferral / active EE | $19,217 | $5,733+235.2% | $5,288+263.4% | $5,439+253.3% |
| Admin fee / account holder | $36 | $8,046-99.6% | $5,943-99.4% | $10,885-99.7% |