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 | $40,330 | $77,419-47.9% | $69,455-41.9% | $152,861-73.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.50% | 39.06%-16.6pp | 28.97%-6.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,610 | $3,315-21.3% | $2,779-6.1% | $4,762-45.2% |
| Participant deferral / active EE | $6,864 | $4,414+55.5% | $3,535+94.1% | $5,850+17.3% |
| Admin fee / account holder | $52 | $6,207-99.2% | $3,839-98.6% | $11,596-99.5% |