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 | $28,655 | $148,534-80.7% | $135,903-78.9% | $139,434-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.15% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,105 | $5,243-59.9% | $4,856-56.7% | $4,751-55.7% |
| Participant deferral / active EE | $11,246 | $8,100+38.8% | $7,758+45.0% | $6,710+67.6% |
| Admin fee / account holder | $19 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |