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 | $28,160 | $110,502-74.5% | $80,716-65.1% | $167,490-83.2% |
| Participation rate | 94.1% | 64.0%+30.2pp | 54.2%+40.0pp | 82.1%+12.0pp |
| Annual return | 11.94% | 120.54%-108.6pp | 87.28%-75.3pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,803 | $1,543+211.4% | $1,160+314.0% | $4,837-0.7% |
| Participant deferral / active EE | $2,692 | $2,871-6.2% | $2,146+25.5% | $6,341-57.6% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |