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 | $76,700 | $109,327-29.8% | $89,391-14.2% | $158,922-51.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.34% | 345.68%-323.3pp | 245.62%-223.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,567 | $3,170-19.0% | $2,586-0.7% | $4,761-46.1% |
| Participant deferral / active EE | $2,987 | $4,598-35.0% | $3,890-23.2% | $5,982-50.1% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |