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 | $67,843 | $102,966-34.1% | $90,281-24.9% | $152,861-55.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 10.98% | 95.16%-84.2pp | 78.10%-67.1pp | 345.32%-334.3pp |
| Employer contribution / active EE | $7,039 | $3,139+124.3% | $2,854+146.6% | $4,762+47.8% |
| Participant deferral / active EE | $7,340 | $4,281+71.4% | $3,885+88.9% | $5,850+25.5% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |