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 | $54,845 | $101,069-45.7% | $81,478-32.7% | $147,584-62.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.05% | 32.40%-15.3pp | 38.78%-21.7pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,304 | $3,205-28.1% | $2,568-10.3% | $4,876-52.7% |
| Participant deferral / active EE | $5,249 | $4,242+23.7% | $3,537+48.4% | $5,439-3.5% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |