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 | $91,438 | $232,540-60.7% | $185,117-50.6% | $147,584-38.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.00% | 43.03%-30.0pp | 40.50%-27.5pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,429 | $5,195-34.0% | $4,182-18.0% | $4,876-29.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $222 | $10,275-97.8% | $8,159-97.3% | $10,885-98.0% |