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 | $39,635 | $72,071-45.0% | $68,368-42.0% | $137,256-71.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.72% | 353.14%-330.4pp | 292.57%-269.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,211 | $2,788-20.7% | $2,649-16.5% | $4,156-46.8% |
| Participant deferral / active EE | $5,528 | $4,410+25.4% | $4,123+34.1% | $6,407-13.7% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |