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 | $29,717 | $111,814-73.4% | $103,374-71.3% | $145,959-79.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,130 | $4,214-73.2% | $3,869-70.8% | $4,661-75.8% |
| Participant deferral / active EE | $1,978 | $5,618-64.8% | $5,058-60.9% | $6,689-70.4% |
| Admin fee / account holder | $13 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |