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 | $29,117 | $91,037-68.0% | $71,671-59.4% | $147,584-80.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.68% | 20.48%+1.2pp | 20.65%+1.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,440 | $3,327-56.7% | $2,460-41.5% | $4,876-70.5% |
| Participant deferral / active EE | $7,574 | $4,498+68.4% | $3,438+120.3% | $5,439+39.3% |
| Admin fee / account holder | $23 | $8,613-99.7% | $5,558-99.6% | $10,885-99.8% |