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 | $30,266 | $73,515-58.8% | $62,995-52.0% | $147,584-79.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.22% | 175.43%-156.2pp | 87.57%-68.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,535 | $3,320-53.8% | $2,759-44.4% | $4,876-68.5% |
| Participant deferral / active EE | $5,189 | $4,185+24.0% | $3,329+55.8% | $5,439-4.6% |
| Admin fee / account holder | $46 | $5,953-99.2% | $3,600-98.7% | $10,885-99.6% |