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 | $43,665 | $72,071-39.4% | $68,368-36.1% | $137,256-68.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 16.82% | 353.14%-336.3pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,895 | $2,788+39.7% | $2,649+47.0% | $4,156-6.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $73 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |