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 | $76,606 | $110,257-30.5% | $96,544-20.7% | $139,434-45.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.19% | 26.32%-2.1pp | 25.84%-1.7pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,919 | $3,620-47.0% | $2,965-35.3% | $4,751-59.6% |
| Participant deferral / active EE | $3,628 | $5,548-34.6% | $4,851-25.2% | $6,710-45.9% |
| Admin fee / account holder | $2 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |