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 | $30,725 | $107,334-71.4% | $92,893-66.9% | $152,861-79.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.85% | 145.58%-122.7pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,613 | $4,221-14.4% | $3,653-1.1% | $4,762-24.1% |
| Participant deferral / active EE | $7,400 | $4,845+52.7% | $4,236+74.7% | $5,850+26.5% |
| Admin fee / account holder | $44 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |