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 | $36,536 | $90,600-59.7% | $79,464-54.0% | $135,375-73.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.90% | 977.43%-970.5pp | 718.14%-711.2pp | 519.73%-512.8pp |
| Employer contribution / active EE | $2,007 | $3,068-34.6% | $2,800-28.3% | $4,779-58.0% |
| Participant deferral / active EE | $2,064 | $4,050-49.0% | $3,704-44.3% | $5,609-63.2% |
| Admin fee / account holder | $62 | $5,907-99.0% | $5,113-98.8% | $10,827-99.4% |