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 | $15,007 | $108,642-86.2% | $74,701-79.9% | $152,861-90.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 10.82% | 114.06%-103.2pp | 752.92%-742.1pp | 345.32%-334.5pp |
| Employer contribution / active EE | $2,228 | $1,503+48.3% | $1,084+105.6% | $4,762-53.2% |
| Participant deferral / active EE | $2,655 | $2,712-2.1% | $1,964+35.2% | $5,850-54.6% |
| Admin fee / account holder | $229 | $4,902-95.3% | $3,333-93.1% | $11,596-98.0% |