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 | $36,206 | $109,327-66.9% | $89,391-59.5% | $158,922-77.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.54% | 345.68%-331.1pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,030 | $3,170-67.5% | $2,586-60.2% | $4,761-78.4% |
| Participant deferral / active EE | $2,352 | $4,598-48.8% | $3,890-39.5% | $5,982-60.7% |
| Admin fee / account holder | $215 | $6,153-96.5% | $4,881-95.6% | $11,246-98.1% |