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 | $61,447 | $157,256-60.9% | $141,162-56.5% | $152,861-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.56% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,127 | $5,261-78.6% | $4,735-76.2% | $4,762-76.3% |
| Participant deferral / active EE | $3,157 | $7,109-55.6% | $6,709-52.9% | $5,850-46.0% |
| Admin fee / account holder | $65 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |