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 | $35,436 | $149,734-76.3% | $118,925-70.2% | $158,922-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.22% | 19.95%-5.7pp | 35.88%-21.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,668 | $4,115-59.5% | $3,263-48.9% | $4,761-65.0% |
| Participant deferral / active EE | $1,734 | $5,223-66.8% | $4,265-59.3% | $5,982-71.0% |
| Admin fee / account holder | $126 | $8,603-98.5% | $6,581-98.1% | $11,246-98.9% |