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 | $39,328 | $157,256-75.0% | $141,162-72.1% | $152,861-74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.15% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,222 | $5,261-57.8% | $4,735-53.1% | $4,762-53.4% |
| Participant deferral / active EE | $5,991 | $7,109-15.7% | $6,709-10.7% | $5,850+2.4% |
| Admin fee / account holder | $16 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |