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 | $55,836 | $102,966-45.8% | $90,281-38.2% | $152,861-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.11% | 95.16%-68.1pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,987 | $3,139+27.0% | $2,854+39.7% | $4,762-16.3% |
| Participant deferral / active EE | $8,760 | $4,281+104.6% | $3,885+125.5% | $5,850+49.7% |
| Admin fee / account holder | $24 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |