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 | $29,419 | $112,881-73.9% | $90,951-67.7% | $158,922-81.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.67% | 215.79%-197.1pp | 134.60%-115.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,768 | $2,893-38.9% | $2,122-16.7% | $4,761-62.9% |
| Participant deferral / active EE | $4,154 | $4,128+0.7% | $3,373+23.2% | $5,982-30.6% |
| Admin fee / account holder | $14 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |