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 | $33,493 | $99,877-66.5% | $84,966-60.6% | $145,922-77.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.84% | 83.76%-72.9pp | 66.38%-55.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,360 | $3,231-57.9% | $2,727-50.1% | $4,660-70.8% |
| Participant deferral / active EE | $1,788 | $5,291-66.2% | $4,519-60.4% | $6,688-73.3% |
| Admin fee / account holder | $17 | $7,248-99.8% | $6,149-99.7% | $13,397-99.9% |