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 | $69,581 | $98,240-29.2% | $82,313-15.5% | $147,584-52.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.26% | 30.85%-13.6pp | 25.88%-8.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,155 | $3,192-32.5% | $2,428-11.2% | $4,876-55.8% |
| Participant deferral / active EE | $4,574 | $4,383+4.3% | $3,706+23.4% | $5,439-15.9% |
| Admin fee / account holder | $37 | $8,563-99.6% | $5,608-99.3% | $10,885-99.7% |