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 | $27,180 | $106,890-74.6% | $84,015-67.6% | $152,861-82.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.59% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,380 | $2,734-13.0% | $1,983+20.0% | $4,762-50.0% |
| Participant deferral / active EE | $2,061 | $4,011-48.6% | $3,239-36.4% | $5,850-64.8% |
| Admin fee / account holder | $71 | $8,285-99.1% | $6,101-98.8% | $11,596-99.4% |