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 | $34,500 | $102,616-66.4% | $81,983-57.9% | $158,922-78.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.02% | 61.04%-41.0pp | 41.31%-21.3pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,210 | $3,240-31.8% | $2,498-11.5% | $4,761-53.6% |
| Participant deferral / active EE | $3,934 | $4,648-15.4% | $3,722+5.7% | $5,982-34.2% |
| Admin fee / account holder | $4 | $8,235-100.0% | $5,664-99.9% | $11,246-100.0% |