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 | $40,309 | $165,912-75.7% | $122,332-67.0% | $147,584-72.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.91% | 34.55%-17.6pp | 30.27%-13.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,850 | $5,754-33.1% | $4,050-4.9% | $4,876-21.0% |
| Participant deferral / active EE | $5,331 | $4,005+33.1% | $3,287+62.2% | $5,439-2.0% |
| Admin fee / account holder | $66 | $7,424-99.1% | $5,478-98.8% | $10,885-99.4% |