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 | $75,607 | $232,540-67.5% | $185,117-59.2% | $147,584-48.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.14% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,543 | $5,195-31.8% | $4,182-15.3% | $4,876-27.3% |
| Participant deferral / active EE | $9,913 | $5,834+69.9% | $5,045+96.5% | $5,439+82.3% |
| Admin fee / account holder | $291 | $10,275-97.2% | $8,159-96.4% | $10,885-97.3% |