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 | $71,088 | $162,781-56.3% | $133,956-46.9% | $158,922-55.3% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 10.22% | 41.94%-31.7pp | 45.09%-34.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,308 | $4,975-73.7% | $3,919-66.6% | $4,761-72.5% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $73 | $11,736-99.4% | $8,927-99.2% | $11,246-99.3% |