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 | $28,758 | $101,069-71.5% | $81,478-64.7% | $147,584-80.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.23% | 32.40%-18.2pp | 38.78%-24.5pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,608 | $3,205-49.8% | $2,568-37.4% | $4,876-67.0% |
| Participant deferral / active EE | $4,655 | $4,242+9.7% | $3,537+31.6% | $5,439-14.4% |
| Admin fee / account holder | $283 | $5,812-95.1% | $4,561-93.8% | $10,885-97.4% |