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 | $30,647 | $90,600-66.2% | $79,464-61.4% | $135,375-77.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.65% | 977.43%-971.8pp | 718.14%-712.5pp | 519.73%-514.1pp |
| Employer contribution / active EE | $5,354 | $3,068+74.5% | $2,800+91.2% | $4,779+12.0% |
| Participant deferral / active EE | $7,970 | $4,050+96.8% | $3,704+115.2% | $5,609+42.1% |
| Admin fee / account holder | $112 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |