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 | $61,823 | $115,770-46.6% | $101,248-38.9% | $158,922-61.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.92% | 56.14%-36.2pp | 46.47%-26.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $9,224 | $4,175+121.0% | $3,660+152.1% | $4,761+93.7% |
| Participant deferral / active EE | $8,083 | $4,957+63.0% | $4,370+84.9% | $5,982+35.1% |
| Admin fee / account holder | $240 | $7,245-96.7% | $5,945-96.0% | $11,246-97.9% |