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 | $69,803 | $148,534-53.0% | $135,903-48.6% | $139,434-49.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.77% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,603 | $5,243-50.4% | $4,856-46.4% | $4,751-45.2% |
| Participant deferral / active EE | $2,603 | $8,100-67.9% | $7,758-66.5% | $6,710-61.2% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |