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 | $38,840 | $232,540-83.3% | $185,117-79.0% | $147,584-73.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.49% | 43.03%-24.5pp | 40.50%-22.0pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,014 | $5,195-80.5% | $4,182-75.8% | $4,876-79.2% |
| Participant deferral / active EE | $3,566 | $5,834-38.9% | $5,045-29.3% | $5,439-34.4% |
| Admin fee / account holder | $30 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |