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 | $47,657 | $107,015-55.5% | $73,545-35.2% | $147,584-67.7% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 20.52% | 38.25%-17.7pp | -15.16%+35.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,835 | $2,462+340.1% | $1,806+499.9% | $5,439+99.2% |
| Admin fee / account holder | $158 | $3,055-94.8% | $2,320-93.2% | $10,885-98.5% |