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 | $28,010 | $115,770-75.8% | $101,248-72.3% | $158,922-82.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.35% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $9,651 | $4,175+131.2% | $3,660+163.7% | $4,761+102.7% |
| Participant deferral / active EE | $4,397 | $4,957-11.3% | $4,370+0.6% | $5,982-26.5% |
| Admin fee / account holder | $194 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |