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 | $40,266 | $85,202-52.7% | $172,739-76.7% | $72,985-44.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.73% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,789 | $3,324-46.2% | $5,143-65.2% | $2,440-26.7% |
| Participant deferral / active EE | $2,640 | $3,260-19.0% | $5,198-49.2% | $3,607-26.8% |
| Admin fee / account holder | $77 | $5,884-98.7% | $13,954-99.5% | $5,124-98.5% |