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 | $40,268 | $161,701-75.1% | - | $142,382-71.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 15.77% | 549.36%-533.6pp | - | 217.08%-201.3pp |
| Employer contribution / active EE | $1,748 | $4,438-60.6% | - | $4,299-59.3% |
| Participant deferral / active EE | $1,922 | $5,394-64.4% | - | $6,507-70.5% |
| Admin fee / account holder | $102 | $9,598-98.9% | - | $12,624-99.2% |