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 | $38,872 | $162,781-76.1% | $133,956-71.0% | $158,922-75.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.06% | 41.94%-23.9pp | 45.09%-27.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,266 | $4,975-54.4% | $3,919-42.2% | $4,761-52.4% |
| Participant deferral / active EE | $2,800 | $5,911-52.6% | $5,048-44.5% | $5,982-53.2% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |