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 | $39,713 | $74,888-47.0% | $71,209-44.2% | $142,382-72.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 181.76% | 345.14%-163.4pp | 282.51%-100.8pp | 217.08%-35.3pp |
| Employer contribution / active EE | $2,128 | $2,854-25.5% | $2,721-21.8% | $4,299-50.5% |
| Participant deferral / active EE | $3,293 | $4,454-26.1% | $4,175-21.1% | $6,507-49.4% |
| Admin fee / account holder | $136 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |