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 | $53,279 | $110,257-51.7% | $96,544-44.8% | $139,434-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.83% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,457 | $3,620-32.1% | $2,965-17.1% | $4,751-48.3% |
| Participant deferral / active EE | $3,307 | $5,548-40.4% | $4,851-31.8% | $6,710-50.7% |
| Admin fee / account holder | $290 | $11,591-97.5% | $8,252-96.5% | $11,403-97.5% |