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 | $45,696 | $228,332-80.0% | $185,823-75.4% | $158,922-71.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.06% | 40.80%-18.7pp | 35.95%-13.9pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,743 | $4,967-64.9% | $4,087-57.4% | $4,761-63.4% |
| Participant deferral / active EE | $8,615 | $6,415+34.3% | $5,632+53.0% | $5,982+44.0% |
| Admin fee / account holder | $7 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |