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 | $46,302 | $113,339-59.1% | $94,993-51.3% | $147,584-68.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.23% | 20.77%-7.5pp | 27.12%-13.9pp | 578.55%-565.3pp |
| Employer contribution / active EE | $4,231 | $3,160+33.9% | $2,603+62.5% | $4,876-13.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13 | $6,063-99.8% | $4,960-99.7% | $10,885-99.9% |