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 | $33,529 | $165,912-79.8% | $122,332-72.6% | $147,584-77.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 111.27% | 34.55%+76.7pp | 30.27%+81.0pp | 578.55%-467.3pp |
| Employer contribution / active EE | $1,059 | $5,754-81.6% | $4,050-73.9% | $4,876-78.3% |
| Participant deferral / active EE | $2,802 | $4,005-30.1% | $3,287-14.8% | $5,439-48.5% |
| Admin fee / account holder | $44 | $7,424-99.4% | $5,478-99.2% | $10,885-99.6% |