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 | $30,021 | $99,652-69.9% | $78,778-61.9% | $147,584-79.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.40% | 47.28%-34.9pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,585 | $2,796-43.3% | $1,986-20.2% | $4,876-67.5% |
| Participant deferral / active EE | $2,451 | $3,664-33.1% | $2,958-17.1% | $5,439-54.9% |
| Admin fee / account holder | $78 | $7,155-98.9% | $5,134-98.5% | $10,885-99.3% |