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 | $22,948 | $98,240-76.6% | $82,313-72.1% | $147,584-84.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 36.59% | 30.85%+5.7pp | 25.88%+10.7pp | 578.55%-542.0pp |
| Employer contribution / active EE | $14,725 | $3,192+361.4% | $2,428+506.4% | $4,876+202.0% |
| Participant deferral / active EE | $6,250 | $4,383+42.6% | $3,706+68.6% | $5,439+14.9% |
| Admin fee / account holder | $63 | $8,563-99.3% | $5,608-98.9% | $10,885-99.4% |