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 | $53,389 | $103,376-48.4% | $87,100-38.7% | $152,861-65.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.19% | 28.10%+0.1pp | 28.19%0pp | 345.32%-317.1pp |
| Employer contribution / active EE | $4,199 | $3,220+30.4% | $2,521+66.5% | $4,762-11.8% |
| Participant deferral / active EE | $10,864 | $4,778+127.4% | $4,049+168.3% | $5,850+85.7% |
| Admin fee / account holder | $207 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |