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 | $24,675 | $99,652-75.2% | $78,778-68.7% | $147,584-83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.46% | 47.28%-39.8pp | 35.62%-28.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $10,031 | $2,796+258.8% | $1,986+405.2% | $4,876+105.7% |
| Participant deferral / active EE | $3,167 | $3,664-13.6% | $2,958+7.1% | $5,439-41.8% |
| Admin fee / account holder | $157 | $7,155-97.8% | $5,134-96.9% | $10,885-98.6% |