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 | $32,834 | $112,096-70.7% | $95,952-65.8% | $158,922-79.3% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 8.64% | 171.09%-162.5pp | 91.61%-83.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $6,667 | $3,198+108.5% | $2,541+162.4% | $4,761+40.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $37 | $10,130-99.6% | $6,795-99.4% | $11,246-99.7% |