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 | $87,025 | $158,398-45.1% | $126,539-31.2% | $142,382-38.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.96% | 593.76%-577.8pp | 425.95%-410.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,839 | $4,650-60.4% | $3,674-49.9% | $4,299-57.2% |
| Participant deferral / active EE | $5,938 | $4,767+24.6% | $4,083+45.4% | $6,507-8.8% |
| Admin fee / account holder | $4 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |