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 | $37,285 | $73,515-49.3% | $62,995-40.8% | $147,584-74.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 26.17% | 175.43%-149.3pp | 87.57%-61.4pp | 578.55%-552.4pp |
| Employer contribution / active EE | $7,633 | $3,320+129.9% | $2,759+176.7% | $4,876+56.5% |
| Participant deferral / active EE | $9,304 | $4,185+122.3% | $3,329+179.5% | $5,439+71.1% |
| Admin fee / account holder | $78 | $5,953-98.7% | $3,600-97.8% | $10,885-99.3% |