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 | $37,269 | $107,334-65.3% | $92,893-59.9% | $152,861-75.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.12% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $6,472 | $4,221+53.3% | $3,653+77.2% | $4,762+35.9% |
| Participant deferral / active EE | $6,971 | $4,845+43.9% | $4,236+64.6% | $5,850+19.2% |
| Admin fee / account holder | $264 | $7,079-96.3% | $5,794-95.4% | $11,596-97.7% |