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 | $69,720 | $115,770-39.8% | $101,248-31.1% | $158,922-56.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.46% | 56.14%-35.7pp | 46.47%-26.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,311 | $4,175-20.7% | $3,660-9.5% | $4,761-30.5% |
| Participant deferral / active EE | $7,194 | $4,957+45.1% | $4,370+64.6% | $5,982+20.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |