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 | $34,953 | $232,540-85.0% | $185,117-81.1% | $147,584-76.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.02% | 43.03%-25.0pp | 40.50%-22.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,990 | $5,195-42.4% | $4,182-28.5% | $4,876-38.7% |
| Participant deferral / active EE | $4,490 | $5,834-23.0% | $5,045-11.0% | $5,439-17.4% |
| Admin fee / account holder | $90 | $10,275-99.1% | $8,159-98.9% | $10,885-99.2% |