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 | $28,274 | $116,175-75.7% | $93,606-69.8% | $152,861-81.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.52% | 35.96%-11.4pp | 32.76%-8.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,110 | $3,218-3.4% | $2,718+14.4% | $4,762-34.7% |
| Participant deferral / active EE | $3,487 | $4,603-24.3% | $4,069-14.3% | $5,850-40.4% |
| Admin fee / account holder | $25 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |