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 | $41,194 | $107,334-61.6% | $92,893-55.7% | $152,861-73.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.79% | 145.58%-119.8pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,673 | $4,221-60.4% | $3,653-54.2% | $4,762-64.9% |
| Participant deferral / active EE | $6,640 | $4,845+37.1% | $4,236+56.7% | $5,850+13.5% |
| Admin fee / account holder | $225 | $7,079-96.8% | $5,794-96.1% | $11,596-98.1% |