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 | $33,489 | $105,859-68.4% | $90,160-62.9% | $147,584-77.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.17% | 37.63%-20.5pp | 34.88%-17.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,058 | $4,126-25.9% | $3,318-7.8% | $4,876-37.3% |
| Participant deferral / active EE | $4,467 | $5,733-22.1% | $5,288-15.5% | $5,439-17.9% |
| Admin fee / account holder | $24 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |