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 | $32,089 | $91,190-64.8% | $178,490-82.0% | $79,858-59.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.77% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,442 | $3,256-55.7% | $5,011-71.2% | $2,471-41.6% |
| Participant deferral / active EE | $3,097 | $3,236-4.3% | $5,202-40.5% | $3,740-17.2% |
| Admin fee / account holder | $169 | $6,751-97.5% | $13,984-98.8% | $5,306-96.8% |