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 | $32,162 | $110,261-70.8% | $95,745-66.4% | $139,434-76.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.25% | 27.11%-13.9pp | 28.35%-15.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,095 | $3,257-66.4% | $2,835-61.4% | $4,751-77.0% |
| Participant deferral / active EE | $1,446 | $4,676-69.1% | $4,245-65.9% | $6,710-78.5% |
| Admin fee / account holder | $24 | $6,613-99.6% | $5,678-99.6% | $11,403-99.8% |