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 | $106,809 | $232,540-54.1% | $185,117-42.3% | $147,584-27.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.42% | 43.03%-28.6pp | 40.50%-26.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,295 | $5,195-55.8% | $4,182-45.1% | $4,876-52.9% |
| Participant deferral / active EE | $3,081 | $5,834-47.2% | $5,045-38.9% | $5,439-43.4% |
| Admin fee / account holder | $52 | $10,275-99.5% | $8,159-99.4% | $10,885-99.5% |