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 | $36,626 | $85,766-57.3% | $136,294-73.1% | $70,131-47.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.38% | 31.45%-10.1pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $916 | $2,966-69.1% | $4,695-80.5% | $2,342-60.9% |
| Participant deferral / active EE | $8,342 | $5,051+65.1% | $6,247+33.5% | $3,332+150.4% |
| Admin fee / account holder | $20 | $5,420-99.6% | $9,243-99.8% | $4,645-99.6% |