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 | $59,503 | $210,648-71.8% | $177,989-66.6% | $145,922-59.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.10% | 385.86%-368.8pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,878 | $4,565-37.0% | $3,949-27.1% | $4,660-38.2% |
| Participant deferral / active EE | $2,478 | $6,958-64.4% | $6,276-60.5% | $6,688-62.9% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |