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 | $19,956 | $77,419-74.2% | $69,455-71.3% | $152,861-86.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 16.43% | 39.06%-22.6pp | 28.97%-12.5pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,446 | $3,315-26.2% | $2,779-12.0% | $4,762-48.6% |
| Participant deferral / active EE | $4,172 | $4,414-5.5% | $3,535+18.0% | $5,850-28.7% |
| Admin fee / account holder | $99 | $6,207-98.4% | $3,839-97.4% | $11,596-99.1% |