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 | $27,314 | $99,079-72.4% | $77,999-65.0% | $273,961-90.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.21% | 217.93%-211.7pp | 425.96%-419.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,938 | $3,308-41.4% | $2,470-21.5% | $4,869-60.2% |
| Participant deferral / active EE | $4,676 | $4,306+8.6% | $3,497+33.7% | $5,287-11.6% |
| Admin fee / account holder | $172 | $8,954-98.1% | $5,480-96.9% | $10,132-98.3% |