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 | $67,965 | $150,187-54.7% | $120,354-43.5% | $145,922-53.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.99% | 154.07%-145.1pp | 107.15%-98.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,479 | $4,348-43.0% | $3,463-28.4% | $4,660-46.8% |
| Participant deferral / active EE | $5,132 | $6,173-16.9% | $4,991+2.8% | $6,688-23.3% |
| Admin fee / account holder | $225 | $12,207-98.2% | $9,423-97.6% | $13,397-98.3% |