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 | $30,969 | $63,346-51.1% | $92,233-66.4% | $70,131-55.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.29% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,306 | $2,471-47.2% | $3,679-64.5% | $2,342-44.3% |
| Participant deferral / active EE | $3,018 | $2,854+5.8% | $3,897-22.5% | $3,332-9.4% |
| Admin fee / account holder | $170 | $3,840-95.6% | $5,194-96.7% | $4,645-96.3% |