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 | $75,399 | $98,240-23.3% | $82,313-8.4% | $147,584-48.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.46% | 30.85%-9.4pp | 25.88%-4.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,637 | $3,192-48.7% | $2,428-32.6% | $4,876-66.4% |
| Participant deferral / active EE | $4,175 | $4,383-4.7% | $3,706+12.7% | $5,439-23.2% |
| Admin fee / account holder | $52 | $8,563-99.4% | $5,608-99.1% | $10,885-99.5% |