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 | $72,879 | $81,460-10.5% | $103,333-29.5% | $80,856-9.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.44% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,580 | $3,105-16.9% | $3,868-33.3% | $2,755-6.4% |
| Participant deferral / active EE | $7,415 | $3,869+91.7% | $5,057+46.6% | $4,296+72.6% |
| Admin fee / account holder | $24 | $6,566-99.6% | $8,355-99.7% | $6,918-99.7% |