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 | $46,422 | $157,256-70.5% | $141,162-67.1% | $152,861-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.92% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,020 | $5,261-42.6% | $4,735-36.2% | $4,762-36.6% |
| Participant deferral / active EE | $6,512 | $7,109-8.4% | $6,709-2.9% | $5,850+11.3% |
| Admin fee / account holder | $87 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |