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 | $33,126 | $70,606-53.1% | $53,898-38.5% | $142,382-76.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 31.78% | 619.81%-588.0pp | 528.60%-496.8pp | 217.08%-185.3pp |
| Employer contribution / active EE | $1,020 | $1,202-15.1% | $932+9.5% | $4,299-76.3% |
| Participant deferral / active EE | $631 | $2,364-73.3% | $1,826-65.4% | $6,507-90.3% |
| Admin fee / account holder | $297 | $2,852-89.6% | $2,491-88.1% | $12,624-97.6% |