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 | $74,776 | $106,890-30.0% | $84,015-11.0% | $152,861-51.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.39% | 104.99%-74.6pp | 71.31%-40.9pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,139 | $2,734-21.8% | $1,983+7.8% | $4,762-55.1% |
| Participant deferral / active EE | $10,318 | $4,011+157.2% | $3,239+218.6% | $5,850+76.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |