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 | $31,504 | $103,376-69.5% | $87,100-63.8% | $152,861-79.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.44% | 28.10%-8.7pp | 28.19%-8.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,515 | $3,220-53.0% | $2,521-39.9% | $4,762-68.2% |
| Participant deferral / active EE | $3,480 | $4,778-27.2% | $4,049-14.0% | $5,850-40.5% |
| Admin fee / account holder | $19 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |