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 | $80,829 | $127,264-36.5% | $109,895-26.4% | $167,490-51.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.57% | 22.97%-6.4pp | 29.45%-12.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $959 | $3,322-71.2% | $2,842-66.3% | $4,837-80.2% |
| Participant deferral / active EE | $2,648 | $4,514-41.3% | $4,048-34.6% | $6,341-58.2% |
| Admin fee / account holder | $20 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |