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 | $77,617 | $107,334-27.7% | $92,893-16.4% | $152,861-49.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.15% | 145.58%-125.4pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $10,845 | $4,221+156.9% | $3,653+196.9% | $4,762+127.7% |
| Participant deferral / active EE | $5,659 | $4,845+16.8% | $4,236+33.6% | $5,850-3.3% |
| Admin fee / account holder | $138 | $7,079-98.1% | $5,794-97.6% | $11,596-98.8% |