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 | $25,638 | $232,540-89.0% | $185,117-86.2% | $147,584-82.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.67% | 43.03%-21.4pp | 40.50%-18.8pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,999 | $5,195-23.0% | $4,182-4.4% | $4,876-18.0% |
| Participant deferral / active EE | $5,315 | $5,834-8.9% | $5,045+5.4% | $5,439-2.3% |
| Admin fee / account holder | $23 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |