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 5-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 | $24,029 | $112,881-78.7% | $90,951-73.6% | $158,922-84.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.39% | 215.79%-204.4pp | 134.60%-123.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $7,985 | $2,893+176.0% | $2,122+276.3% | $4,761+67.7% |
| Participant deferral / active EE | $1,644 | $4,128-60.2% | $3,373-51.2% | $5,982-72.5% |
| Admin fee / account holder | $264 | $8,041-96.7% | $5,959-95.6% | $11,246-97.7% |