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 | $32,876 | $112,881-70.9% | $90,951-63.9% | $158,922-79.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.26% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $865 | $2,893-70.1% | $2,122-59.2% | $4,761-81.8% |
| Participant deferral / active EE | $3,548 | $4,128-14.0% | $3,373+5.2% | $5,982-40.7% |
| Admin fee / account holder | $16 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |