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 | $40,717 | $107,334-62.1% | $92,893-56.2% | $152,861-73.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 34.67% | 145.58%-110.9pp | 109.41%-74.7pp | 345.32%-310.6pp |
| Employer contribution / active EE | $1,804 | $4,221-57.3% | $3,653-50.6% | $4,762-62.1% |
| Participant deferral / active EE | $4,711 | $4,845-2.8% | $4,236+11.2% | $5,850-19.5% |
| Admin fee / account holder | $31 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |