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 | $49,108 | $69,207-29.0% | $64,056-23.3% | $139,434-64.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.84% | 45.88%-28.0pp | 33.69%-15.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,967 | $3,182+24.7% | $2,747+44.4% | $4,751-16.5% |
| Participant deferral / active EE | $7,224 | $4,682+54.3% | $3,880+86.2% | $6,710+7.7% |
| Admin fee / account holder | $67 | $4,244-98.4% | $3,068-97.8% | $11,403-99.4% |