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 | $69,711 | $110,502-36.9% | $80,716-13.6% | $167,490-58.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 24.84% | 120.54%-95.7pp | 87.28%-62.4pp | 478.56%-453.7pp |
| Employer contribution / active EE | $3,708 | $1,543+140.4% | $1,160+219.7% | $4,837-23.3% |
| Participant deferral / active EE | $7,057 | $2,871+145.8% | $2,146+228.9% | $6,341+11.3% |
| Admin fee / account holder | $213 | $4,545-95.3% | $3,380-93.7% | $12,309-98.3% |