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 | $66,800 | $102,966-35.1% | $90,281-26.0% | $152,861-56.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.26% | 95.16%-76.9pp | 78.10%-59.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,931 | $3,139+25.2% | $2,854+37.7% | $4,762-17.5% |
| Participant deferral / active EE | $5,093 | $4,281+19.0% | $3,885+31.1% | $5,850-12.9% |
| Admin fee / account holder | $230 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |