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 | $39,391 | $104,251-62.2% | $91,001-56.7% | $147,584-73.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.08% | 27.06%-4.0pp | 4.60%+18.5pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,789 | $3,116-42.6% | $2,456-27.2% | $4,876-63.3% |
| Participant deferral / active EE | $5,161 | $4,195+23.0% | $3,547+45.5% | $5,439-5.1% |
| Admin fee / account holder | $162 | $8,948-98.2% | $5,417-97.0% | $10,885-98.5% |