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 | $61,386 | $142,405-56.9% | $115,157-46.7% | $152,861-59.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.75% | 41.48%-19.7pp | 35.60%-13.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,994 | $4,010-25.3% | $3,179-5.8% | $4,762-37.1% |
| Participant deferral / active EE | $3,188 | $5,164-38.3% | $4,168-23.5% | $5,850-45.5% |
| Admin fee / account holder | $253 | $8,462-97.0% | $7,088-96.4% | $11,596-97.8% |