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 | $36,463 | $107,334-66.0% | $92,893-60.7% | $152,861-76.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.02% | 145.58%-128.6pp | 109.41%-92.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $19,207 | $4,221+355.0% | $3,653+425.8% | $4,762+303.3% |
| Participant deferral / active EE | $10,000 | $4,845+106.4% | $4,236+136.1% | $5,850+70.9% |
| Admin fee / account holder | $11 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |