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 | $20,606 | $102,966-80.0% | $90,281-77.2% | $152,861-86.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.10% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,303 | $3,139+5.2% | $2,854+15.7% | $4,762-30.6% |
| Participant deferral / active EE | $3,751 | $4,281-12.4% | $3,885-3.5% | $5,850-35.9% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |