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 | $70,668 | $98,240-28.1% | $82,313-14.1% | $147,584-52.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.81% | 30.85%-14.0pp | 25.88%-9.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,848 | $3,192-10.8% | $2,428+17.3% | $4,876-41.6% |
| Participant deferral / active EE | $8,429 | $4,383+92.3% | $3,706+127.4% | $5,439+55.0% |
| Admin fee / account holder | $25 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |