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 | $36,255 | $107,334-66.2% | $92,893-61.0% | $152,861-76.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.47% | 145.58%-113.1pp | 109.41%-76.9pp | 345.32%-312.9pp |
| Employer contribution / active EE | $8,309 | $4,221+96.8% | $3,653+127.5% | $4,762+74.5% |
| Participant deferral / active EE | $4,222 | $4,845-12.8% | $4,236-0.3% | $5,850-27.8% |
| Admin fee / account holder | $250 | $7,079-96.5% | $5,794-95.7% | $11,596-97.8% |