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 | $14,959 | $108,642-86.2% | $74,701-80.0% | $152,861-90.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.44% | 114.06%-94.6pp | 752.92%-733.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,912 | $1,503+27.2% | $1,084+76.5% | $4,762-59.8% |
| Participant deferral / active EE | $2,963 | $2,712+9.2% | $1,964+50.9% | $5,850-49.4% |
| Admin fee / account holder | $182 | $4,902-96.3% | $3,333-94.5% | $11,596-98.4% |