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 | $85,077 | $112,096-24.1% | $95,952-11.3% | $158,922-46.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.37% | 171.09%-146.7pp | 91.61%-67.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $5,026 | $3,198+57.2% | $2,541+97.8% | $4,761+5.6% |
| Participant deferral / active EE | $5,818 | $4,784+21.6% | $4,167+39.6% | $5,982-2.7% |
| Admin fee / account holder | $277 | $10,130-97.3% | $6,795-95.9% | $11,246-97.5% |