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 | $60,243 | $107,334-43.9% | $92,893-35.1% | $152,861-60.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.85% | 145.58%-118.7pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $6,064 | $4,221+43.7% | $3,653+66.0% | $4,762+27.3% |
| Participant deferral / active EE | $7,223 | $4,845+49.1% | $4,236+70.5% | $5,850+23.5% |
| Admin fee / account holder | $167 | $7,079-97.6% | $5,794-97.1% | $11,596-98.6% |