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 | $39,000 | $232,540-83.2% | $185,117-78.9% | $147,584-73.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.25% | 43.03%-25.8pp | 40.50%-23.2pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,519 | $5,195-70.8% | $4,182-63.7% | $4,876-68.8% |
| Participant deferral / active EE | $10,506 | $5,834+80.1% | $5,045+108.3% | $5,439+93.2% |
| Admin fee / account holder | $42 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |