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 | $67,070 | $183,963-63.5% | $162,163-58.6% | $152,861-56.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.18% | 150.76%-116.6pp | 115.59%-81.4pp | 345.32%-311.1pp |
| Employer contribution / active EE | $12,232 | $6,371+92.0% | $5,614+117.9% | $4,762+156.9% |
| Participant deferral / active EE | $8,090 | $8,034+0.7% | $7,298+10.9% | $5,850+38.3% |
| Admin fee / account holder | $41 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |