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 | $101,824 | $155,788-34.6% | $124,672-18.3% | $167,490-39.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.74% | 17.97%-4.2pp | 5142.93%-5129.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $15,051 | $4,163+261.5% | $3,324+352.9% | $4,837+211.1% |
| Participant deferral / active EE | $26,750 | $5,673+371.5% | $4,614+479.7% | $6,341+321.8% |
| Admin fee / account holder | $18 | $9,531-99.8% | $7,493-99.8% | $12,309-99.9% |