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 | $33,563 | $96,635-65.3% | $86,612-61.2% | $139,434-75.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.75% | 106.41%-83.7pp | 591.07%-568.3pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,931 | $3,263+51.1% | $3,022+63.1% | $4,751+3.8% |
| Participant deferral / active EE | $2,830 | $4,836-41.5% | $4,438-36.2% | $6,710-57.8% |
| Admin fee / account holder | $275 | $6,408-95.7% | $5,614-95.1% | $11,403-97.6% |