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 | $74,649 | $102,966-27.5% | $90,281-17.3% | $152,861-51.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.36% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,591 | $3,139-17.5% | $2,854-9.2% | $4,762-45.6% |
| Participant deferral / active EE | $4,810 | $4,281+12.3% | $3,885+23.8% | $5,850-17.8% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |