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 | $60,396 | $165,912-63.6% | $122,332-50.6% | $147,584-59.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 7.61% | 34.55%-26.9pp | 30.27%-22.7pp | 578.55%-570.9pp |
| Employer contribution / active EE | $5,463 | $5,754-5.1% | $4,050+34.9% | $4,876+12.0% |
| Participant deferral / active EE | $9,000 | $4,005+124.7% | $3,287+173.8% | $5,439+65.5% |
| Admin fee / account holder | $134 | $7,424-98.2% | $5,478-97.6% | $10,885-98.8% |