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 | $33,106 | $127,386-74.0% | $115,037-71.2% | $125,391-73.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.11% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,449 | $5,166-72.0% | $4,608-68.6% | $4,866-70.2% |
| Participant deferral / active EE | $13,151 | $6,423+104.7% | $6,026+118.2% | $5,352+145.7% |
| Admin fee / account holder | $86 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |