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 | $60,855 | $100,041-39.2% | $149,718-59.4% | $70,131-13.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.91% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $7,184 | $3,662+96.2% | $5,445+31.9% | $2,342+206.7% |
| Participant deferral / active EE | $11,842 | $4,983+137.7% | $6,569+80.3% | $3,332+255.4% |
| Admin fee / account holder | $17 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |