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 | $82,745 | $165,912-50.1% | $122,332-32.4% | $147,584-43.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.73% | 34.55%-15.8pp | 30.27%-11.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $334 | $5,754-94.2% | $4,050-91.8% | $4,876-93.2% |
| Participant deferral / active EE | $8,463 | $4,005+111.3% | $3,287+157.5% | $5,439+55.6% |
| Admin fee / account holder | $16 | $7,424-99.8% | $5,478-99.7% | $10,885-99.9% |