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 | $71,906 | $73,515-2.2% | $62,995+14.1% | $147,584-51.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.27% | 175.43%-157.2pp | 87.57%-69.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,509 | $3,320-24.4% | $2,759-9.1% | $4,876-48.6% |
| Participant deferral / active EE | $6,861 | $4,185+63.9% | $3,329+106.1% | $5,439+26.1% |
| Admin fee / account holder | $228 | $5,953-96.2% | $3,600-93.7% | $10,885-97.9% |