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 | $44,102 | $228,332-80.7% | $185,823-76.3% | $158,922-72.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.64% | 40.80%-20.2pp | 35.95%-15.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $5,952 | $4,967+19.8% | $4,087+45.6% | $4,761+25.0% |
| Participant deferral / active EE | $1,308 | $6,415-79.6% | $5,632-76.8% | $5,982-78.1% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |