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 | $43,881 | $85,202-48.5% | $172,739-74.6% | $72,985-39.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.31% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,869 | $3,324-43.8% | $5,143-63.7% | $2,440-23.4% |
| Participant deferral / active EE | $3,913 | $3,260+20.0% | $5,198-24.7% | $3,607+8.5% |
| Admin fee / account holder | $103 | $5,884-98.2% | $13,954-99.3% | $5,124-98.0% |