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 | $31,405 | $116,175-73.0% | $93,606-66.4% | $152,861-79.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.10% | 35.96%-8.9pp | 32.76%-5.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,685 | $3,218-47.6% | $2,718-38.0% | $4,762-64.6% |
| Participant deferral / active EE | $4,670 | $4,603+1.5% | $4,069+14.8% | $5,850-20.2% |
| Admin fee / account holder | $22 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |