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 | $60,256 | $102,616-41.3% | $81,983-26.5% | $158,922-62.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.43% | 61.04%-45.6pp | 41.31%-25.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,100 | $3,240-35.2% | $2,498-15.9% | $4,761-55.9% |
| Participant deferral / active EE | $3,000 | $4,648-35.5% | $3,722-19.4% | $5,982-49.9% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |