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 | $44,896 | $78,705-43.0% | $117,854-61.9% | $70,131-36.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.79% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,667 | $2,223-25.0% | $3,786-56.0% | $2,342-28.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $274 | $5,065-94.6% | $8,020-96.6% | $4,645-94.1% |