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 | $30,484 | $102,966-70.4% | $90,281-66.2% | $152,861-80.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.48% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,440 | $3,139-54.1% | $2,854-49.6% | $4,762-69.8% |
| Participant deferral / active EE | $856 | $4,281-80.0% | $3,885-78.0% | $5,850-85.4% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |