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 | $46,290 | $69,207-33.1% | $64,056-27.7% | $139,434-66.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.22% | 45.88%-33.7pp | 33.69%-21.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,808 | $3,182-43.2% | $2,747-34.2% | $4,751-62.0% |
| Participant deferral / active EE | $2,775 | $4,682-40.7% | $3,880-28.5% | $6,710-58.6% |
| Admin fee / account holder | $162 | $4,244-96.2% | $3,068-94.7% | $11,403-98.6% |