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 | $28,837 | $124,281-76.8% | $109,143-73.6% | $167,490-82.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.70% | 26.04%-10.3pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,698 | $4,207-59.6% | $3,722-54.4% | $4,837-64.9% |
| Participant deferral / active EE | $3,605 | $5,255-31.4% | $4,653-22.5% | $6,341-43.1% |
| Admin fee / account holder | $70 | $7,970-99.1% | $6,752-99.0% | $12,309-99.4% |