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 | $77,084 | $183,519-58.0% | $155,509-50.4% | $145,922-47.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,742 | $5,313-67.2% | $4,672-62.7% | $4,660-62.6% |
| Participant deferral / active EE | $4,825 | $6,462-25.3% | $5,626-14.2% | $6,688-27.9% |
| Admin fee / account holder | $243 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |