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 | $36,767 | $73,515-50.0% | $62,995-41.6% | $147,584-75.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.15% | 175.43%-157.3pp | 87.57%-69.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,015 | $3,320-39.3% | $2,759-27.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,841 | $4,185-32.1% | $3,329-14.7% | $5,439-47.8% |
| Admin fee / account holder | $13 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |