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 | $36,423 | $133,922-72.8% | $116,228-68.7% | $142,382-74.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.12% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $938 | $3,446-72.8% | $2,994-68.7% | $4,299-78.2% |
| Participant deferral / active EE | $2,572 | $5,672-54.6% | $4,953-48.1% | $6,507-60.5% |
| Admin fee / account holder | $170 | $14,945-98.9% | $11,989-98.6% | $12,624-98.7% |