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 | $22,891 | $106,890-78.6% | $84,015-72.8% | $152,861-85.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.00% | 104.99%-88.0pp | 71.31%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,726 | $2,734-0.3% | $1,983+37.4% | $4,762-42.8% |
| Participant deferral / active EE | $1,934 | $4,011-51.8% | $3,239-40.3% | $5,850-66.9% |
| Admin fee / account holder | $102 | $8,285-98.8% | $6,101-98.3% | $11,596-99.1% |