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 | $51,792 | $103,376-49.9% | $87,100-40.5% | $152,861-66.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.88% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $891 | $3,220-72.3% | $2,521-64.7% | $4,762-81.3% |
| Participant deferral / active EE | $2,730 | $4,778-42.9% | $4,049-32.6% | $5,850-53.3% |
| Admin fee / account holder | $297 | $12,205-97.6% | $7,497-96.0% | $11,596-97.4% |