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 | $73,270 | $109,327-33.0% | $89,391-18.0% | $158,922-53.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.62% | 345.68%-330.1pp | 245.62%-230.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $7,679 | $3,170+142.3% | $2,586+197.0% | $4,761+61.3% |
| Participant deferral / active EE | $3,649 | $4,598-20.7% | $3,890-6.2% | $5,982-39.0% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |