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 | $30,020 | $72,492-58.6% | $87,100-65.5% | $72,985-58.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.07% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,596 | $1,894+89.8% | $2,521+42.6% | $2,440+47.4% |
| Participant deferral / active EE | $2,785 | $3,270-14.8% | $4,049-31.2% | $3,607-22.8% |
| Admin fee / account holder | $113 | $5,055-97.8% | $7,497-98.5% | $5,124-97.8% |