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 | $26,302 | $96,635-72.8% | $86,612-69.6% | $139,434-81.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.12% | 106.41%-89.3pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,450 | $3,263+67.0% | $3,022+80.3% | $4,751+14.7% |
| Participant deferral / active EE | $5,544 | $4,836+14.6% | $4,438+24.9% | $6,710-17.4% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |