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 | $72,004 | $85,202-15.5% | $172,739-58.3% | $72,985-1.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 32.75% | 27.32%+5.4pp | 802.84%-770.1pp | 81.00%-48.3pp |
| Employer contribution / active EE | $5,275 | $3,324+58.7% | $5,143+2.6% | $2,440+116.2% |
| Participant deferral / active EE | $5,357 | $3,260+64.3% | $5,198+3.1% | $3,607+48.5% |
| Admin fee / account holder | $115 | $5,884-98.1% | $13,954-99.2% | $5,124-97.8% |