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 | $24,840 | $102,966-75.9% | $90,281-72.5% | $152,861-83.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.46% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,598 | $3,139-17.2% | $2,854-9.0% | $4,762-45.4% |
| Participant deferral / active EE | $4,706 | $4,281+9.9% | $3,885+21.1% | $5,850-19.6% |
| Admin fee / account holder | $89 | $6,171-98.6% | $5,351-98.3% | $11,596-99.2% |