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 | $41,244 | $58,512-29.5% | $84,015-50.9% | $72,985-43.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.35% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,831 | $1,163+57.5% | $1,983-7.7% | $2,440-24.9% |
| Participant deferral / active EE | $2,822 | $2,394+17.9% | $3,239-12.9% | $3,607-21.8% |
| Admin fee / account holder | $76 | $4,569-98.3% | $6,101-98.8% | $5,124-98.5% |