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 | $45,767 | $103,376-55.7% | $87,100-47.5% | $152,861-70.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.00% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,061 | $3,220-36.0% | $2,521-18.2% | $4,762-56.7% |
| Participant deferral / active EE | $3,899 | $4,778-18.4% | $4,049-3.7% | $5,850-33.3% |
| Admin fee / account holder | $3 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |