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 | $42,721 | $107,334-60.2% | $92,893-54.0% | $152,861-72.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.07% | 145.58%-118.5pp | 109.41%-82.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $3,578 | $4,221-15.2% | $3,653-2.0% | $4,762-24.9% |
| Participant deferral / active EE | $6,462 | $4,845+33.4% | $4,236+52.5% | $5,850+10.5% |
| Admin fee / account holder | $45 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |