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 | $50,133 | $114,237-56.1% | $119,258-58.0% | $167,490-70.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 10.33% | 29.87%-19.5pp | 30.69%-20.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $6,897 | $4,481+53.9% | $4,384+57.3% | $4,837+42.6% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $75 | $8,932-99.2% | $7,226-99.0% | $12,309-99.4% |