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 | $67,897 | $144,119-52.9% | $117,854-42.4% | $147,584-54.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.46% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,785 | $4,896-63.6% | $3,786-52.9% | $4,876-63.4% |
| Participant deferral / active EE | $2,980 | $5,316-44.0% | $4,482-33.5% | $5,439-45.2% |
| Admin fee / account holder | $269 | $10,886-97.5% | $8,020-96.6% | $10,885-97.5% |