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 | $44,314 | $176,812-74.9% | $146,665-69.8% | $167,490-73.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.68% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,245 | $5,160-75.9% | $4,136-69.9% | $4,837-74.3% |
| Participant deferral / active EE | $5,688 | $6,440-11.7% | $5,506+3.3% | $6,341-10.3% |
| Admin fee / account holder | $109 | $13,259-99.2% | $10,280-98.9% | $12,309-99.1% |