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 | $50,739 | $107,334-52.7% | $92,893-45.4% | $152,861-66.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.96% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,127 | $4,221-49.6% | $3,653-41.8% | $4,762-55.3% |
| Participant deferral / active EE | $6,018 | $4,845+24.2% | $4,236+42.1% | $5,850+2.9% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |