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 | $73,497 | $101,069-27.3% | $81,478-9.8% | $147,584-50.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 30.52% | 32.40%-1.9pp | 38.78%-8.3pp | 578.55%-548.0pp |
| Employer contribution / active EE | $1,145 | $3,205-64.3% | $2,568-55.4% | $4,876-76.5% |
| Participant deferral / active EE | $1,185 | $4,242-72.1% | $3,537-66.5% | $5,439-78.2% |
| Admin fee / account holder | $13 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |