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 | $67,753 | $159,602-57.5% | $150,045-54.8% | $142,382-52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.86% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,139 | $4,961-56.9% | $4,693-54.4% | $4,299-50.3% |
| Participant deferral / active EE | $4,993 | $8,310-39.9% | $7,997-37.6% | $6,507-23.3% |
| Admin fee / account holder | $297 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |