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 5-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 | $33,699 | $201,272-83.3% | $184,203-81.7% | $145,922-76.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.08% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,718 | $7,022-75.5% | $6,427-73.3% | $4,660-63.1% |
| Participant deferral / active EE | $3,446 | $9,806-64.9% | $9,131-62.3% | $6,688-48.5% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |