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 | $37,507 | $67,411-44.4% | $91,001-58.8% | $70,131-46.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.09% | -40.16%+58.2pp | 4.60%+13.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,209 | $1,786+23.7% | $2,456-10.0% | $2,342-5.7% |
| Participant deferral / active EE | $3,396 | $2,823+20.3% | $3,547-4.3% | $3,332+1.9% |
| Admin fee / account holder | $89 | $4,236-97.9% | $5,417-98.4% | $4,645-98.1% |