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 | $56,760 | $109,327-48.1% | $89,391-36.5% | $158,922-64.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.02% | 345.68%-332.7pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,389 | $3,170-24.6% | $2,586-7.6% | $4,761-49.8% |
| Participant deferral / active EE | $6,333 | $4,598+37.7% | $3,890+62.8% | $5,982+5.9% |
| Admin fee / account holder | $165 | $6,153-97.3% | $4,881-96.6% | $11,246-98.5% |