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 | $26,562 | $99,652-73.3% | $78,778-66.3% | $147,584-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 24.66% | 47.28%-22.6pp | 35.62%-11.0pp | 578.55%-553.9pp |
| Employer contribution / active EE | $3,212 | $2,796+14.9% | $1,986+61.8% | $4,876-34.1% |
| Participant deferral / active EE | $6,107 | $3,664+66.7% | $2,958+106.4% | $5,439+12.3% |
| Admin fee / account holder | $157 | $7,155-97.8% | $5,134-96.9% | $10,885-98.6% |