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 | $77,155 | $107,334-28.1% | $92,893-16.9% | $152,861-49.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.42% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,567 | $4,221-15.5% | $3,653-2.4% | $4,762-25.1% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $40 | $7,079-99.4% | $5,794-99.3% | $11,596-99.7% |