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 | $28,640 | $101,069-71.7% | $81,478-64.8% | $147,584-80.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.75% | 32.40%-11.7pp | 38.78%-18.0pp | 578.55%-557.8pp |
| Employer contribution / active EE | $381 | $3,205-88.1% | $2,568-85.2% | $4,876-92.2% |
| Participant deferral / active EE | $1,140 | $4,242-73.1% | $3,537-67.8% | $5,439-79.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |