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 5-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 | $32,311 | $90,348-64.2% | $75,972-57.5% | $145,922-77.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.41% | 620.88%-610.5pp | 359.55%-349.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $966 | $3,311-70.8% | $2,685-64.0% | $4,660-79.3% |
| Participant deferral / active EE | $1,158 | $5,162-77.6% | $4,255-72.8% | $6,688-82.7% |
| Admin fee / account holder | $207 | $8,467-97.6% | $6,467-96.8% | $13,397-98.5% |