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 | $40,852 | $104,251-60.8% | $91,001-55.1% | $147,584-72.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.91% | 27.06%-8.2pp | 4.60%+14.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,739 | $3,116-44.2% | $2,456-29.2% | $4,876-64.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $151 | $8,948-98.3% | $5,417-97.2% | $10,885-98.6% |