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 | $35,154 | $112,096-68.6% | $95,952-63.4% | $158,922-77.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.94% | 171.09%-152.1pp | 91.61%-72.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,729 | $3,198-14.7% | $2,541+7.4% | $4,761-42.7% |
| Participant deferral / active EE | $6,436 | $4,784+34.5% | $4,167+54.5% | $5,982+7.6% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |