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 | $30,032 | $89,355-66.4% | $141,162-78.7% | $72,985-58.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.67% | 111.85%-85.2pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,052 | $3,114-66.2% | $4,735-77.8% | $2,440-56.9% |
| Participant deferral / active EE | $3,623 | $5,418-33.1% | $6,709-46.0% | $3,607+0.4% |
| Admin fee / account holder | $170 | $5,958-97.1% | $10,261-98.3% | $5,124-96.7% |