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 | $38,033 | $165,912-77.1% | $122,332-68.9% | $147,584-74.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.95% | 34.55%-17.6pp | 30.27%-13.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,077 | $5,754-81.3% | $4,050-73.4% | $4,876-77.9% |
| Participant deferral / active EE | $1,515 | $4,005-62.2% | $3,287-53.9% | $5,439-72.1% |
| Admin fee / account holder | $22 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |