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 | $62,048 | $121,625-49.0% | $104,607-40.7% | $158,922-61.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.39% | 465.26%-443.9pp | 340.46%-319.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,810 | $3,163-11.2% | $2,681+4.8% | $4,761-41.0% |
| Participant deferral / active EE | $3,287 | $4,177-21.3% | $3,740-12.1% | $5,982-45.1% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |