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 | $44,919 | $99,652-54.9% | $78,778-43.0% | $147,584-69.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.26% | 47.28%-34.0pp | 35.62%-22.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $442 | $2,796-84.2% | $1,986-77.8% | $4,876-90.9% |
| Participant deferral / active EE | $4,958 | $3,664+35.3% | $2,958+67.6% | $5,439-8.8% |
| Admin fee / account holder | $17 | $7,155-99.8% | $5,134-99.7% | $10,885-99.8% |