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 | $67,558 | $104,907-35.6% | $84,611-20.2% | $152,861-55.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.49% | 373.79%-358.3pp | 258.74%-243.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $8,566 | $3,302+159.5% | $2,652+223.0% | $4,762+79.9% |
| Participant deferral / active EE | $11,131 | $4,688+137.4% | $3,899+185.5% | $5,850+90.3% |
| Admin fee / account holder | $168 | $6,241-97.3% | $4,912-96.6% | $11,596-98.5% |