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 | $45,147 | $72,071-37.4% | $68,368-34.0% | $137,256-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.50% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,092 | $2,788+10.9% | $2,649+16.7% | $4,156-25.6% |
| Participant deferral / active EE | $1,290 | $4,410-70.8% | $4,123-68.7% | $6,407-79.9% |
| Admin fee / account holder | $192 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |