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 | $22,055 | $88,707-75.1% | $74,183-70.3% | $273,961-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 70.75% | 11.94%+58.8pp | 17.74%+53.0pp | 41.45%+29.3pp |
| Employer contribution / active EE | $2,249 | $3,159-28.8% | $2,370-5.1% | $4,869-53.8% |
| Participant deferral / active EE | $4,007 | $4,212-4.9% | $3,550+12.9% | $5,287-24.2% |
| Admin fee / account holder | $49 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |