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 | $73,065 | $226,064-67.7% | $182,532-60.0% | $152,861-52.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.80% | 192.51%-165.7pp | 148.54%-121.7pp | 345.32%-318.5pp |
| Employer contribution / active EE | $4,081 | $4,978-18.0% | $4,076+0.1% | $4,762-14.3% |
| Participant deferral / active EE | $13,505 | $6,368+112.1% | $5,524+144.5% | $5,850+130.9% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |