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 | $56,073 | $90,348-37.9% | $75,972-26.2% | $145,922-61.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.64% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,419 | $3,311-27.0% | $2,685-9.9% | $4,660-48.1% |
| Participant deferral / active EE | $4,253 | $5,162-17.6% | $4,255-0.1% | $6,688-36.4% |
| Admin fee / account holder | $218 | $8,467-97.4% | $6,467-96.6% | $13,397-98.4% |