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 | $67,155 | $176,056-61.9% | $159,436-57.9% | $167,490-59.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.19% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,833 | $5,297-65.4% | $4,829-62.1% | $4,837-62.1% |
| Participant deferral / active EE | $3,753 | $7,750-51.6% | $7,352-49.0% | $6,341-40.8% |
| Admin fee / account holder | $50 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |