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 | $31,397 | $104,907-70.1% | $84,611-62.9% | $152,861-79.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.96% | 373.79%-350.8pp | 258.74%-235.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,720 | $3,302+12.7% | $2,652+40.3% | $4,762-21.9% |
| Participant deferral / active EE | $4,810 | $4,688+2.6% | $3,899+23.4% | $5,850-17.8% |
| Admin fee / account holder | $26 | $6,241-99.6% | $4,912-99.5% | $11,596-99.8% |