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 | $15,548 | $104,907-85.2% | $84,611-81.6% | $152,861-89.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.74% | 373.79%-348.0pp | 258.74%-233.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,757 | $3,302-46.8% | $2,652-33.8% | $4,762-63.1% |
| Participant deferral / active EE | $3,740 | $4,688-20.2% | $3,899-4.1% | $5,850-36.1% |
| Admin fee / account holder | $8 | $6,241-99.9% | $4,912-99.8% | $11,596-99.9% |