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 | $16,476 | $107,334-84.6% | $92,893-82.3% | $152,861-89.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 33.15% | 145.58%-112.4pp | 109.41%-76.3pp | 345.32%-312.2pp |
| Employer contribution / active EE | $1,563 | $4,221-63.0% | $3,653-57.2% | $4,762-67.2% |
| Participant deferral / active EE | $1,736 | $4,845-64.2% | $4,236-59.0% | $5,850-70.3% |
| Admin fee / account holder | $46 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |