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 | $39,836 | $91,190-56.3% | $178,490-77.7% | $79,858-50.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.44% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,948 | $3,256+21.3% | $5,011-21.2% | $2,471+59.8% |
| Participant deferral / active EE | $2,204 | $3,236-31.9% | $5,202-57.6% | $3,740-41.1% |
| Admin fee / account holder | $129 | $6,751-98.1% | $13,984-99.1% | $5,306-97.6% |