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 | $21,447 | $99,652-78.5% | $78,778-72.8% | $147,584-85.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.13% | 47.28%-37.2pp | 35.62%-25.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,946 | $2,796+5.4% | $1,986+48.3% | $4,876-39.6% |
| Participant deferral / active EE | $865 | $3,664-76.4% | $2,958-70.8% | $5,439-84.1% |
| Admin fee / account holder | $211 | $7,155-97.0% | $5,134-95.9% | $10,885-98.1% |