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 | $30,645 | $152,587-79.9% | $125,175-75.5% | $152,861-80.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.83% | 54.84%-36.0pp | 43.79%-25.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,539 | $4,946-48.7% | $3,865-34.3% | $4,762-46.7% |
| Participant deferral / active EE | $3,534 | $5,868-39.8% | $4,937-28.4% | $5,850-39.6% |
| Admin fee / account holder | $170 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |