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 | $33,845 | $127,264-73.4% | $109,895-69.2% | $167,490-79.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.45% | 22.97%-13.5pp | 29.45%-20.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $789 | $3,322-76.3% | $2,842-72.3% | $4,837-83.7% |
| Participant deferral / active EE | $5,447 | $4,514+20.7% | $4,048+34.6% | $6,341-14.1% |
| Admin fee / account holder | $10 | $7,114-99.9% | $6,066-99.8% | $12,309-99.9% |