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 | $27,050 | $111,724-75.8% | $93,606-71.1% | $145,922-81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.98% | 202.98%-174.0pp | 133.20%-104.2pp | 561.29%-532.3pp |
| Employer contribution / active EE | $5,393 | $3,090+74.6% | $2,420+122.9% | $4,660+15.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $214 | $10,250-97.9% | $8,285-97.4% | $13,397-98.4% |