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 | $37,041 | $107,015-65.4% | $73,545-49.6% | $147,584-74.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 29.35% | 38.25%-8.9pp | -15.16%+44.5pp | 578.55%-549.2pp |
| Employer contribution / active EE | $930 | $1,760-47.1% | $1,219-23.7% | $4,876-80.9% |
| Participant deferral / active EE | $2,383 | $2,462-3.2% | $1,806+31.9% | $5,439-56.2% |
| Admin fee / account holder | $176 | $3,055-94.2% | $2,320-92.4% | $10,885-98.4% |