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 | $112,729-62.8% | $98,716-57.5% | $137,256-69.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.72% | 38.48%-18.8pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $943 | $2,725-65.4% | $2,279-58.6% | $4,156-77.3% |
| Participant deferral / active EE | $1,179 | $4,640-74.6% | $4,048-70.9% | $6,407-81.6% |
| Admin fee / account holder | $91 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |