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 | $39,346 | $165,912-76.3% | $122,332-67.8% | $147,584-73.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.26% | 34.55%-23.3pp | 30.27%-19.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,895 | $5,754-67.1% | $4,050-53.2% | $4,876-61.1% |
| Participant deferral / active EE | $1,895 | $4,005-52.7% | $3,287-42.3% | $5,439-65.2% |
| Admin fee / account holder | $251 | $7,424-96.6% | $5,478-95.4% | $10,885-97.7% |