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 | $36,080 | $96,484-62.6% | $75,886-52.5% | $152,861-76.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.89% | 33.98%-11.1pp | 30.76%-7.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,965 | $3,309-40.6% | $2,500-21.4% | $4,762-58.7% |
| Participant deferral / active EE | $16,333 | $4,553+258.7% | $3,603+353.3% | $5,850+179.2% |
| Admin fee / account holder | $207 | $8,078-97.4% | $5,418-96.2% | $11,596-98.2% |