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 | $40,634 | $176,377-77.0% | $134,143-69.7% | $158,922-74.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.16% | 63.63%-47.5pp | 36.33%-20.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,558 | $5,040-69.1% | $3,704-57.9% | $4,761-67.3% |
| Participant deferral / active EE | $2,373 | $4,091-42.0% | $3,499-32.2% | $5,982-60.3% |
| Admin fee / account holder | $15 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |