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 | $40,385 | $123,909-67.4% | $69,647-42.0% | $145,922-72.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 19.18% | 190.55%-171.4pp | 100.48%-81.3pp | 561.29%-542.1pp |
| Employer contribution / active EE | $3,364 | $2,682+25.5% | $1,712+96.5% | $4,660-27.8% |
| Participant deferral / active EE | $4,719 | $4,236+11.4% | $2,886+63.5% | $6,688-29.4% |
| Admin fee / account holder | $107 | $7,863-98.6% | $4,713-97.7% | $13,397-99.2% |