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 | $56,143 | $165,912-66.2% | $122,332-54.1% | $147,584-62.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.15% | 34.55%-15.4pp | 30.27%-11.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,916 | $5,754-66.7% | $4,050-52.7% | $4,876-60.7% |
| Participant deferral / active EE | $842 | $4,005-79.0% | $3,287-74.4% | $5,439-84.5% |
| Admin fee / account holder | $13 | $7,424-99.8% | $5,478-99.8% | $10,885-99.9% |