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 | $38,976 | $96,484-59.6% | $75,886-48.6% | $152,861-74.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.33% | 33.98%-9.7pp | 30.76%-6.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,056 | $3,309-37.9% | $2,500-17.8% | $4,762-56.8% |
| Participant deferral / active EE | $2,823 | $4,553-38.0% | $3,603-21.7% | $5,850-51.7% |
| Admin fee / account holder | $248 | $8,078-96.9% | $5,418-95.4% | $11,596-97.9% |