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 | $38,851 | $39,019-0.4% | $80,716-51.9% | $85,850-54.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 16.19% | 26.27%-10.1pp | 87.28%-71.1pp | 318.53%-302.3pp |
| Employer contribution / active EE | $397 | $722-45.0% | $1,160-65.7% | $2,565-84.5% |
| Participant deferral / active EE | $1,164 | $1,326-12.2% | $2,146-45.7% | $3,952-70.5% |
| Admin fee / account holder | $119 | $2,431-95.1% | $3,380-96.5% | $6,260-98.1% |