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 | $32,014 | $99,652-67.9% | $78,778-59.4% | $147,584-78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.45% | 47.28%-23.8pp | 35.62%-12.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,556 | $2,796-44.3% | $1,986-21.6% | $4,876-68.1% |
| Participant deferral / active EE | $3,805 | $3,664+3.8% | $2,958+28.6% | $5,439-30.0% |
| Admin fee / account holder | $63 | $7,155-99.1% | $5,134-98.8% | $10,885-99.4% |