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 | $58,313 | $118,849-50.9% | $96,562-39.6% | $167,490-65.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.11% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,695 | $3,120-13.6% | $2,356+14.4% | $4,837-44.3% |
| Participant deferral / active EE | $5,172 | $4,616+12.0% | $3,849+34.4% | $6,341-18.4% |
| Admin fee / account holder | $243 | $8,065-97.0% | $6,181-96.1% | $12,309-98.0% |