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 | $74,728 | $89,355-16.4% | $141,162-47.1% | $72,985+2.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.60% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,438 | $3,114-21.7% | $4,735-48.5% | $2,440-0.1% |
| Participant deferral / active EE | $7,535 | $5,418+39.1% | $6,709+12.3% | $3,607+108.9% |
| Admin fee / account holder | $160 | $5,958-97.3% | $10,261-98.4% | $5,124-96.9% |