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 | $46,826 | $165,912-71.8% | $122,332-61.7% | $147,584-68.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.90% | 34.55%-13.7pp | 30.27%-9.4pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,324 | $5,754-77.0% | $4,050-67.3% | $4,876-72.8% |
| Participant deferral / active EE | $3,395 | $4,005-15.2% | $3,287+3.3% | $5,439-37.6% |
| Admin fee / account holder | $8 | $7,424-99.9% | $5,478-99.9% | $10,885-99.9% |