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 | $33,113 | $108,642-69.5% | $74,701-55.7% | $152,861-78.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 9.94% | 114.06%-104.1pp | 752.92%-743.0pp | 345.32%-335.4pp |
| Employer contribution / active EE | $2,744 | $1,503+82.6% | $1,084+153.2% | $4,762-42.4% |
| Participant deferral / active EE | $5,650 | $2,712+108.3% | $1,964+187.8% | $5,850-3.4% |
| Admin fee / account holder | $29 | $4,902-99.4% | $3,333-99.1% | $11,596-99.8% |