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 | $44,245 | $107,334-58.8% | $92,893-52.4% | $152,861-71.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.86% | 145.58%-124.7pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $7,371 | $4,221+74.6% | $3,653+101.8% | $4,762+54.8% |
| Participant deferral / active EE | $9,860 | $4,845+103.5% | $4,236+132.8% | $5,850+68.5% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |