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 | $60,452 | $99,652-39.3% | $78,778-23.3% | $147,584-59.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.70% | 47.28%-34.6pp | 35.62%-22.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $6,026 | $2,796+115.6% | $1,986+203.5% | $4,876+23.6% |
| Participant deferral / active EE | $5,714 | $3,664+56.0% | $2,958+93.2% | $5,439+5.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |