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 | $34,326 | $106,584-67.8% | $101,326-66.1% | $142,382-75.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.83% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,597 | $3,956-59.6% | $3,665-56.4% | $4,299-62.9% |
| Participant deferral / active EE | $13,361 | $8,297+61.0% | $7,994+67.1% | $6,507+105.3% |
| Admin fee / account holder | $92 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |