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 | $61,486 | $157,256-60.9% | $141,162-56.4% | $152,861-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.13% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $21,843 | $5,261+315.2% | $4,735+361.3% | $4,762+358.7% |
| Participant deferral / active EE | $13,318 | $7,109+87.3% | $6,709+98.5% | $5,850+127.7% |
| Admin fee / account holder | $4 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |