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 | $29,044 | $74,888-61.2% | $71,209-59.2% | $142,382-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.12% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,429 | $2,854-14.9% | $2,721-10.7% | $4,299-43.5% |
| Participant deferral / active EE | $9,483 | $4,454+112.9% | $4,175+127.1% | $6,507+45.7% |
| Admin fee / account holder | $241 | $5,568-95.7% | $5,349-95.5% | $12,624-98.1% |