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 6-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 | $79,554 | $210,648-62.2% | $177,989-55.3% | $145,922-45.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.06% | 385.86%-375.8pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,581 | $4,565-43.5% | $3,949-34.6% | $4,660-44.6% |
| Participant deferral / active EE | $2,581 | $6,958-62.9% | $6,276-58.9% | $6,688-61.4% |
| Admin fee / account holder | $76 | $12,013-99.4% | $10,363-99.3% | $13,397-99.4% |