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 | $33,309 | $85,202-60.9% | $172,739-80.7% | $72,985-54.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.18% | 27.32%-8.1pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,619 | $3,324+8.9% | $5,143-29.6% | $2,440+48.3% |
| Participant deferral / active EE | $1,480 | $3,260-54.6% | $5,198-71.5% | $3,607-59.0% |
| Admin fee / account holder | $89 | $5,884-98.5% | $13,954-99.4% | $5,124-98.3% |