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 | $56,842 | $101,069-43.8% | $81,478-30.2% | $147,584-61.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.01% | 32.40%-11.4pp | 38.78%-17.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,316 | $3,205-27.7% | $2,568-9.8% | $4,876-52.5% |
| Participant deferral / active EE | $6,132 | $4,242+44.6% | $3,537+73.4% | $5,439+12.8% |
| Admin fee / account holder | $25 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |