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 | $23,961 | $74,888-68.0% | $71,209-66.4% | $142,382-83.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.10% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,300 | $2,854-19.4% | $2,721-15.5% | $4,299-46.5% |
| Participant deferral / active EE | $2,300 | $4,454-48.4% | $4,175-44.9% | $6,507-64.7% |
| Admin fee / account holder | $107 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |