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 | $76,623 | $77,419-1.0% | $69,455+10.3% | $152,861-49.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.86% | 39.06%-13.2pp | 28.97%-3.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $10,232 | $3,315+208.6% | $2,779+268.2% | $4,762+114.8% |
| Participant deferral / active EE | $12,759 | $4,414+189.1% | $3,535+260.9% | $5,850+118.1% |
| Admin fee / account holder | $60 | $6,207-99.0% | $3,839-98.4% | $11,596-99.5% |