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 | $44,398 | $70,669-37.2% | $169,368-73.8% | $75,163-40.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 18.29% | 36.36%-18.1pp | 405.60%-387.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,414 | $2,211-36.0% | $4,013-64.8% | $2,670-47.0% |
| Participant deferral / active EE | $2,485 | $4,311-42.4% | $6,221-60.1% | $4,125-39.8% |
| Admin fee / account holder | $157 | $5,402-97.1% | $9,003-98.3% | $5,651-97.2% |