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 | $18,726 | $107,334-82.6% | $92,893-79.8% | $152,861-87.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.35% | 145.58%-124.2pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,789 | $4,221+13.5% | $3,653+31.1% | $4,762+0.6% |
| Participant deferral / active EE | $5,362 | $4,845+10.7% | $4,236+26.6% | $5,850-8.4% |
| Admin fee / account holder | $109 | $7,079-98.5% | $5,794-98.1% | $11,596-99.1% |