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 | $65,837 | $91,037-27.7% | $71,671-8.1% | $147,584-55.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.13% | 20.48%-4.3pp | 20.65%-4.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,498 | $3,327+95.3% | $2,460+164.2% | $4,876+33.3% |
| Participant deferral / active EE | $7,332 | $4,498+63.0% | $3,438+113.3% | $5,439+34.8% |
| Admin fee / account holder | $3 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |