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 | $74,888-64.1% | $71,209-62.2% | $142,382-81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.40% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,724 | $2,854+30.5% | $2,721+36.9% | $4,299-13.4% |
| Participant deferral / active EE | $6,943 | $4,454+55.9% | $4,175+66.3% | $6,507+6.7% |
| Admin fee / account holder | $174 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |