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 | $25,119 | $103,376-75.7% | $87,100-71.2% | $152,861-83.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.85% | 28.10%-6.3pp | 28.19%-6.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,706 | $3,220-16.0% | $2,521+7.3% | $4,762-43.2% |
| Participant deferral / active EE | $1,671 | $4,778-65.0% | $4,049-58.7% | $5,850-71.4% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |