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 | $77,580 | $214,378-63.8% | $200,582-61.3% | $142,382-45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 60.00% | 46.41%+13.6pp | 42.33%+17.7pp | 217.08%-157.1pp |
| Employer contribution / active EE | $2,171 | $6,841-68.3% | $6,419-66.2% | $4,299-49.5% |
| Participant deferral / active EE | $4,792 | $9,865-51.4% | $9,331-48.6% | $6,507-26.4% |
| Admin fee / account holder | $62 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |