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 | $67,537 | $117,841-42.7% | $102,423-34.1% | $145,922-53.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.89% | 31.65%-12.8pp | 29.32%-10.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $5,975 | $3,615+65.3% | $3,023+97.6% | $4,660+28.2% |
| Participant deferral / active EE | $9,304 | $5,731+62.3% | $5,053+84.1% | $6,688+39.1% |
| Admin fee / account holder | $183 | $13,326-98.6% | $9,451-98.1% | $13,397-98.6% |