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 | $24,932 | $112,881-77.9% | $90,951-72.6% | $158,922-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.77% | 215.79%-195.0pp | 134.60%-113.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,750 | $2,893+29.6% | $2,122+76.7% | $4,761-21.2% |
| Participant deferral / active EE | $2,771 | $4,128-32.9% | $3,373-17.9% | $5,982-53.7% |
| Admin fee / account holder | $155 | $8,041-98.1% | $5,959-97.4% | $11,246-98.6% |