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 | $28,591 | $101,069-71.7% | $81,478-64.9% | $147,584-80.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.44% | 32.40%-7.0pp | 38.78%-13.3pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,177 | $3,205-32.1% | $2,568-15.2% | $4,876-55.4% |
| Participant deferral / active EE | $7,114 | $4,242+67.7% | $3,537+101.2% | $5,439+30.8% |
| Admin fee / account holder | $100 | $5,812-98.3% | $4,561-97.8% | $10,885-99.1% |