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 | $100,970-66.0% | $96,576-64.5% | $137,256-75.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.83% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,597 | $3,809-58.1% | $3,553-55.1% | $4,156-61.6% |
| Participant deferral / active EE | $13,361 | $8,286+61.2% | $7,956+67.9% | $6,407+108.5% |
| Admin fee / account holder | $92 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |