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 | $12,377 | $73,515-83.2% | $62,995-80.4% | $147,584-91.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.98% | 175.43%-156.4pp | 87.57%-68.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,176 | $3,320-64.6% | $2,759-57.4% | $4,876-75.9% |
| Participant deferral / active EE | $1,233 | $4,185-70.5% | $3,329-63.0% | $5,439-77.3% |
| Admin fee / account holder | $184 | $5,953-96.9% | $3,600-94.9% | $10,885-98.3% |