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 | $37,894 | $107,334-64.7% | $92,893-59.2% | $152,861-75.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.28% | 145.58%-121.3pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $12,215 | $4,221+189.4% | $3,653+234.4% | $4,762+156.5% |
| Participant deferral / active EE | $10,587 | $4,845+118.5% | $4,236+149.9% | $5,850+81.0% |
| Admin fee / account holder | $9 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |