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 | $50,980 | $109,327-53.4% | $89,391-43.0% | $158,922-67.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.59% | 345.68%-324.1pp | 245.62%-224.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,242 | $3,170-60.8% | $2,586-52.0% | $4,761-73.9% |
| Participant deferral / active EE | $2,075 | $4,598-54.9% | $3,890-46.7% | $5,982-65.3% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |