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 | $36,571 | $89,355-59.1% | $141,162-74.1% | $72,985-49.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.23% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,343 | $3,114-56.9% | $4,735-71.6% | $2,440-45.0% |
| Participant deferral / active EE | $2,762 | $5,418-49.0% | $6,709-58.8% | $3,607-23.4% |
| Admin fee / account holder | $207 | $5,958-96.5% | $10,261-98.0% | $5,124-96.0% |