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 | $35,262 | $117,381-70.0% | $99,443-64.5% | $152,861-76.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.12% | 31.87%-9.7pp | 30.72%-8.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,720 | $3,013-9.7% | $2,540+7.1% | $4,762-42.9% |
| Participant deferral / active EE | $1,400 | $4,086-65.7% | $3,619-61.3% | $5,850-76.1% |
| Admin fee / account holder | $52 | $7,631-99.3% | $6,250-99.2% | $11,596-99.5% |