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 | $32,003 | $176,377-81.9% | $134,143-76.1% | $158,922-79.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.39% | 63.63%-51.2pp | 36.33%-23.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,434 | $5,040-71.6% | $3,704-61.3% | $4,761-69.9% |
| Participant deferral / active EE | $4,512 | $4,091+10.3% | $3,499+28.9% | $5,982-24.6% |
| Admin fee / account holder | $138 | $8,718-98.4% | $6,684-97.9% | $11,246-98.8% |