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 | $43,095 | $104,251-58.7% | $91,001-52.6% | $147,584-70.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.84% | 27.06%-12.2pp | 4.60%+10.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,843 | $3,116+23.3% | $2,456+56.5% | $4,876-21.2% |
| Participant deferral / active EE | $2,953 | $4,195-29.6% | $3,547-16.7% | $5,439-45.7% |
| Admin fee / account holder | $150 | $8,948-98.3% | $5,417-97.2% | $10,885-98.6% |