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 | $85,327 | $124,425-31.4% | $112,040-23.8% | $137,256-37.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.64% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,709 | $3,411-49.9% | $2,954-42.1% | $4,156-58.9% |
| Participant deferral / active EE | $2,443 | $5,718-57.3% | $5,098-52.1% | $6,407-61.9% |
| Admin fee / account holder | $48 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |