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 | $71,943 | $107,334-33.0% | $92,893-22.6% | $152,861-52.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.66% | 145.58%-120.9pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,877 | $4,221-55.5% | $3,653-48.6% | $4,762-60.6% |
| Participant deferral / active EE | $10,515 | $4,845+117.0% | $4,236+148.2% | $5,850+79.7% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |