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 | $32,208 | $65,696-51.0% | $56,429-42.9% | $147,584-78.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 18.81% | 13.32%+5.5pp | 19.04%-0.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,875 | $4,121+18.3% | $3,405+43.2% | $4,8760% |
| Participant deferral / active EE | $3,773 | $4,876-22.6% | $3,951-4.5% | $5,439-30.6% |
| Admin fee / account holder | $20 | $5,947-99.7% | $4,466-99.6% | $10,885-99.8% |