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 | $11,085 | $108,642-89.8% | $74,701-85.2% | $152,861-92.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.52% | 114.06%-91.5pp | 752.92%-730.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,419 | $1,503-5.6% | $1,084+31.0% | $4,762-70.2% |
| Participant deferral / active EE | $3,183 | $2,712+17.4% | $1,964+62.1% | $5,850-45.6% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |