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 | $44,729 | $74,888-40.3% | $71,209-37.2% | $142,382-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.94% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,077 | $2,854-27.2% | $2,721-23.7% | $4,299-51.7% |
| Participant deferral / active EE | $1,848 | $4,454-58.5% | $4,175-55.7% | $6,507-71.6% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |