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 | $24,140 | $109,327-77.9% | $89,391-73.0% | $158,922-84.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.97% | 345.68%-333.7pp | 245.62%-233.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $4,929 | $3,170+55.5% | $2,586+90.7% | $4,761+3.5% |
| Participant deferral / active EE | $1,907 | $4,598-58.5% | $3,890-51.0% | $5,982-68.1% |
| Admin fee / account holder | $56 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |