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 | $44,274 | $99,652-55.6% | $78,778-43.8% | $147,584-70.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.17% | 47.28%-25.1pp | 35.62%-13.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $10,503 | $2,796+275.7% | $1,986+428.9% | $4,876+115.4% |
| Participant deferral / active EE | $6,875 | $3,664+87.7% | $2,958+132.4% | $5,439+26.4% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |