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 | $104,704 | $73,515+42.4% | $62,995+66.2% | $147,584-29.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.26% | 175.43%-165.2pp | 87.57%-77.3pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,203 | $3,320-33.6% | $2,759-20.1% | $4,876-54.8% |
| Participant deferral / active EE | $8,772 | $4,185+109.6% | $3,329+163.5% | $5,439+61.3% |
| Admin fee / account holder | $28 | $5,953-99.5% | $3,600-99.2% | $10,885-99.7% |