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 | $26,920 | $72,071-62.6% | $68,368-60.6% | $137,256-80.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.40% | 353.14%-335.7pp | 292.57%-275.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,724 | $2,788+33.6% | $2,649+40.6% | $4,156-10.4% |
| Participant deferral / active EE | $6,943 | $4,410+57.4% | $4,123+68.4% | $6,407+8.4% |
| Admin fee / account holder | $174 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |