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 | $20,642 | $106,890-80.7% | $84,015-75.4% | $152,861-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 35.96% | 104.99%-69.0pp | 71.31%-35.4pp | 345.32%-309.4pp |
| Employer contribution / active EE | $1,560 | $2,734-42.9% | $1,983-21.3% | $4,762-67.2% |
| Participant deferral / active EE | $1,560 | $4,011-61.1% | $3,239-51.8% | $5,850-73.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |