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 | $45,227 | $117,983-61.7% | $101,794-55.6% | $142,382-68.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.75% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,290 | $2,773-53.5% | $2,289-43.7% | $4,299-70.0% |
| Participant deferral / active EE | $1,290 | $4,714-72.6% | $4,084-68.4% | $6,507-80.2% |
| Admin fee / account holder | $136 | $10,433-98.7% | $8,777-98.5% | $12,624-98.9% |