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 | $63,151 | $102,966-38.7% | $90,281-30.1% | $152,861-58.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.01% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,625 | $3,139+15.5% | $2,854+27.0% | $4,762-23.9% |
| Participant deferral / active EE | $3,771 | $4,281-11.9% | $3,885-2.9% | $5,850-35.5% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |