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 | $63,274 | $99,079-36.1% | $77,999-18.9% | $273,961-76.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 16.16% | 217.93%-201.8pp | 425.96%-409.8pp | 41.45%-25.3pp |
| Employer contribution / active EE | $12,897 | $3,308+289.9% | $2,470+422.1% | $4,869+164.9% |
| Participant deferral / active EE | $10,881 | $4,306+152.7% | $3,497+211.2% | $5,287+105.8% |
| Admin fee / account holder | $20 | $8,954-99.8% | $5,480-99.6% | $10,132-99.8% |