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 | $40,779 | $90,503-54.9% | $78,689-48.2% | $273,961-85.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.31% | 75.60%-62.3pp | 62.18%-48.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,980 | $3,176-37.7% | $2,851-30.5% | $4,869-59.3% |
| Participant deferral / active EE | $6,393 | $3,901+63.9% | $3,517+81.8% | $5,287+20.9% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,132-99.9% |