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 | $57,240 | $105,859-45.9% | $90,160-36.5% | $147,584-61.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.25% | 37.63%-18.4pp | 34.88%-15.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,782 | $4,126-8.3% | $3,318+14.0% | $4,876-22.4% |
| Participant deferral / active EE | $3,973 | $5,733-30.7% | $5,288-24.9% | $5,439-27.0% |
| Admin fee / account holder | $131 | $8,046-98.4% | $5,943-97.8% | $10,885-98.8% |