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 | $18,053 | $107,334-83.2% | $92,893-80.6% | $152,861-88.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 36.58% | 145.58%-109.0pp | 109.41%-72.8pp | 345.32%-308.7pp |
| Employer contribution / active EE | $1,326 | $4,221-68.6% | $3,653-63.7% | $4,762-72.2% |
| Participant deferral / active EE | $4,014 | $4,845-17.2% | $4,236-5.3% | $5,850-31.4% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |