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 | $72,432 | $126,574-42.8% | $106,213-31.8% | $145,922-50.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.20% | 224.79%-209.6pp | 116.14%-100.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,572 | $3,730+49.4% | $3,171+75.7% | $4,660+19.6% |
| Participant deferral / active EE | $3,886 | $5,724-32.1% | $5,016-22.5% | $6,688-41.9% |
| Admin fee / account holder | $169 | $17,304-99.0% | $11,033-98.5% | $13,397-98.7% |