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 | $30,189 | $101,069-70.1% | $81,478-62.9% | $147,584-79.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.76% | 32.40%-17.6pp | 38.78%-24.0pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,133 | $3,205+28.9% | $2,568+60.9% | $4,876-15.3% |
| Participant deferral / active EE | $2,069 | $4,242-51.2% | $3,537-41.5% | $5,439-61.9% |
| Admin fee / account holder | $267 | $5,812-95.4% | $4,561-94.2% | $10,885-97.6% |