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 | $104,975 | $77,419+35.6% | $69,455+51.1% | $152,861-31.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.73% | 39.06%-16.3pp | 28.97%-6.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,777 | $3,315+44.1% | $2,779+71.9% | $4,762+0.3% |
| Participant deferral / active EE | $8,456 | $4,414+91.6% | $3,535+139.2% | $5,850+44.5% |
| Admin fee / account holder | $48 | $6,207-99.2% | $3,839-98.7% | $11,596-99.6% |