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 | $32,648 | $105,859-69.2% | $90,160-63.8% | $147,584-77.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.55% | 37.63%-26.1pp | 34.88%-23.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,837 | $4,126-55.5% | $3,318-44.6% | $4,876-62.3% |
| Participant deferral / active EE | $2,903 | $5,733-49.4% | $5,288-45.1% | $5,439-46.6% |
| Admin fee / account holder | $132 | $8,046-98.4% | $5,943-97.8% | $10,885-98.8% |