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 | $65,142 | $157,256-58.6% | $141,162-53.9% | $152,861-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.72% | 64.32%-49.6pp | 71.39%-56.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $3,753 | $5,261-28.7% | $4,735-20.7% | $4,762-21.2% |
| Participant deferral / active EE | $7,460 | $7,109+4.9% | $6,709+11.2% | $5,850+27.5% |
| Admin fee / account holder | $32 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |