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 | $45,372 | $105,931-57.2% | $81,930-44.6% | $158,922-71.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 18.52% | 38.17%-19.7pp | 29.49%-11.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $3,413 | $7,800-56.2% | $4,310-20.8% | $4,761-28.3% |
| Participant deferral / active EE | $4,134 | $13,003-68.2% | $7,107-41.8% | $5,982-30.9% |
| Admin fee / account holder | $20 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |