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 | $19,144 | $106,890-82.1% | $84,015-77.2% | $152,861-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.37% | 104.99%-79.6pp | 71.31%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,658 | $2,734-39.4% | $1,983-16.4% | $4,762-65.2% |
| Participant deferral / active EE | $1,825 | $4,011-54.5% | $3,239-43.6% | $5,850-68.8% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |