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 | $81,728 | $107,934-24.3% | $91,989-11.2% | $152,861-46.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 77.13% | 89.24%-12.1pp | 69.02%+8.1pp | 345.32%-268.2pp |
| Employer contribution / active EE | $7,896 | $4,210+87.6% | $3,452+128.8% | $4,762+65.8% |
| Participant deferral / active EE | $5,867 | $6,364-7.8% | $5,923-0.9% | $5,850+0.3% |
| Admin fee / account holder | $95 | $10,520-99.1% | $7,743-98.8% | $11,596-99.2% |