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 | $32,612 | $85,202-61.7% | $172,739-81.1% | $72,985-55.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 45.83% | 27.32%+18.5pp | 802.84%-757.0pp | 81.00%-35.2pp |
| Employer contribution / active EE | $618 | $3,324-81.4% | $5,143-88.0% | $2,440-74.7% |
| Participant deferral / active EE | $2,624 | $3,260-19.5% | $5,198-49.5% | $3,607-27.3% |
| Admin fee / account holder | $107 | $5,884-98.2% | $13,954-99.2% | $5,124-97.9% |