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 | $32,875 | $107,934-69.5% | $91,989-64.3% | $152,861-78.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.41% | 89.24%-66.8pp | 69.02%-46.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,333 | $4,210-44.6% | $3,452-32.4% | $4,762-51.0% |
| Participant deferral / active EE | $2,410 | $6,364-62.1% | $5,923-59.3% | $5,850-58.8% |
| Admin fee / account holder | $170 | $10,520-98.4% | $7,743-97.8% | $11,596-98.5% |