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 | $28,922 | $113,339-74.5% | $94,993-69.6% | $147,584-80.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.52% | 20.77%-7.3pp | 27.12%-13.6pp | 578.55%-565.0pp |
| Employer contribution / active EE | $4,798 | $3,160+51.8% | $2,603+84.3% | $4,876-1.6% |
| Participant deferral / active EE | $4,958 | $3,777+31.3% | $3,317+49.5% | $5,439-8.8% |
| Admin fee / account holder | $201 | $6,063-96.7% | $4,960-96.0% | $10,885-98.2% |