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 | $33,626 | $104,907-67.9% | $84,611-60.3% | $152,861-78.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.46% | 373.79%-350.3pp | 258.74%-235.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,654 | $3,302-19.6% | $2,652+0.1% | $4,762-44.3% |
| Participant deferral / active EE | $3,224 | $4,688-31.2% | $3,899-17.3% | $5,850-44.9% |
| Admin fee / account holder | $261 | $6,241-95.8% | $4,912-94.7% | $11,596-97.8% |