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 | $75,849 | $106,515-28.8% | $96,683-21.5% | $139,434-45.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.67% | 38.43%-23.8pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,428 | $4,103-40.8% | $3,737-35.0% | $4,751-48.9% |
| Participant deferral / active EE | $5,243 | $5,454-3.9% | $4,878+7.5% | $6,710-21.9% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |