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 | $29,468 | $96,635-69.5% | $86,612-66.0% | $139,434-78.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.94% | 106.41%-87.5pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,864 | $3,263-42.9% | $3,022-38.3% | $4,751-60.8% |
| Participant deferral / active EE | $2,186 | $4,836-54.8% | $4,438-50.7% | $6,710-67.4% |
| Admin fee / account holder | $41 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |