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 | $42,968 | $106,890-59.8% | $84,015-48.9% | $152,861-71.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.01% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,350 | $2,734-50.6% | $1,983-31.9% | $4,762-71.6% |
| Participant deferral / active EE | $5,846 | $4,011+45.7% | $3,239+80.5% | $5,850-0.1% |
| Admin fee / account holder | $205 | $8,285-97.5% | $6,101-96.6% | $11,596-98.2% |