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 | $33,888 | $105,859-68.0% | $90,160-62.4% | $147,584-77.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.47% | 37.63%-15.2pp | 34.88%-12.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,383 | $4,126-42.3% | $3,318-28.2% | $4,876-51.1% |
| Participant deferral / active EE | $7,450 | $5,733+29.9% | $5,288+40.9% | $5,439+37.0% |
| Admin fee / account holder | $12 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |