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 | $37,316 | $106,584-65.0% | $101,326-63.2% | $142,382-73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.64% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,775 | $3,956-4.6% | $3,665+3.0% | $4,299-12.2% |
| Participant deferral / active EE | $2,577 | $8,297-68.9% | $7,994-67.8% | $6,507-60.4% |
| Admin fee / account holder | $73 | $11,446-99.4% | $11,185-99.3% | $12,624-99.4% |