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 | $21,875 | $127,264-82.8% | $109,895-80.1% | $167,490-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.42% | 22.97%-0.6pp | 29.45%-7.0pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,216 | $3,322-63.4% | $2,842-57.2% | $4,837-74.9% |
| Participant deferral / active EE | $9,424 | $4,514+108.8% | $4,048+132.8% | $6,341+48.6% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |