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 | $40,568 | $89,355-54.6% | $141,162-71.3% | $72,985-44.4% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 21.73% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $737 | $3,114-76.3% | $4,735-84.4% | $2,440-69.8% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $107 | $5,958-98.2% | $10,261-99.0% | $5,124-97.9% |