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 | $58,837 | $152,587-61.4% | $125,175-53.0% | $152,861-61.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.40% | 54.84%-33.4pp | 43.79%-22.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $8,567 | $4,946+73.2% | $3,865+121.6% | $4,762+79.9% |
| Participant deferral / active EE | $3,550 | $5,868-39.5% | $4,937-28.1% | $5,850-39.3% |
| Admin fee / account holder | $171 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |