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 | $58,606 | $124,425-52.9% | $112,040-47.7% | $137,256-57.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.16% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,667 | $3,411-21.8% | $2,954-9.7% | $4,156-35.8% |
| Participant deferral / active EE | $9,998 | $5,718+74.8% | $5,098+96.1% | $6,407+56.0% |
| Admin fee / account holder | $215 | $15,207-98.6% | $12,098-98.2% | $12,270-98.2% |