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 | $32,223 | $107,334-70.0% | $92,893-65.3% | $152,861-78.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.00% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,101 | $4,221-50.2% | $3,653-42.5% | $4,762-55.9% |
| Participant deferral / active EE | $6,059 | $4,845+25.1% | $4,236+43.0% | $5,850+3.6% |
| Admin fee / account holder | $218 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |