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 | $31,552 | $232,540-86.4% | $185,117-83.0% | $147,584-78.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.12% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $4,801 | $5,195-7.6% | $4,182+14.8% | $4,876-1.5% |
| Participant deferral / active EE | $3,919 | $5,834-32.8% | $5,045-22.3% | $5,439-27.9% |
| Admin fee / account holder | $162 | $10,275-98.4% | $8,159-98.0% | $10,885-98.5% |