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 | $26,573 | $107,334-75.2% | $92,893-71.4% | $152,861-82.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.17% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $6,312 | $4,221+49.5% | $3,653+72.8% | $4,762+32.5% |
| Participant deferral / active EE | $4,445 | $4,845-8.2% | $4,236+4.9% | $5,850-24.0% |
| Admin fee / account holder | $199 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |