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 | $60,046 | $74,888-19.8% | $71,209-15.7% | $142,382-57.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.52% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,461 | $2,854-13.8% | $2,721-9.6% | $4,299-42.8% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $110 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |