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 | $28,609 | $107,334-73.3% | $92,893-69.2% | $152,861-81.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.80% | 145.58%-117.8pp | 109.41%-81.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,500 | $4,221-40.8% | $3,653-31.6% | $4,762-47.5% |
| Participant deferral / active EE | $4,140 | $4,845-14.6% | $4,236-2.3% | $5,850-29.2% |
| Admin fee / account holder | $133 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |