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 | $40,453 | $64,307-37.1% | $57,343-29.5% | $125,391-67.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.70% | 25.12%-23.4pp | 24.39%-22.7pp | 282.22%-280.5pp |
| Employer contribution / active EE | $3,725 | $3,193+16.7% | $2,689+38.6% | $4,866-23.4% |
| Participant deferral / active EE | $1,491 | $3,848-61.2% | $3,162-52.8% | $5,352-72.1% |
| Admin fee / account holder | $43 | $5,242-99.2% | $3,356-98.7% | $9,540-99.6% |