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 5-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 | $41,973 | $117,983-64.4% | $101,794-58.8% | $142,382-70.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.72% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $943 | $2,773-66.0% | $2,289-58.8% | $4,299-78.1% |
| Participant deferral / active EE | $1,179 | $4,714-75.0% | $4,084-71.1% | $6,507-81.9% |
| Admin fee / account holder | $91 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |