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 | $53,147 | $96,635-45.0% | $86,612-38.6% | $139,434-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.58% | 106.41%-83.8pp | 591.07%-568.5pp | 372.94%-350.4pp |
| Employer contribution / active EE | $4,715 | $3,263+44.5% | $3,022+56.0% | $4,751-0.8% |
| Participant deferral / active EE | $2,468 | $4,836-49.0% | $4,438-44.4% | $6,710-63.2% |
| Admin fee / account holder | $25 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |