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 | $86,803 | $118,680-26.9% | $98,907-12.2% | $158,922-45.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.56% | 372.35%-358.8pp | 196.43%-182.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,384 | $3,333-58.5% | $2,689-48.5% | $4,761-70.9% |
| Participant deferral / active EE | $2,377 | $5,088-53.3% | $4,244-44.0% | $5,982-60.3% |
| Admin fee / account holder | $67 | $10,131-99.3% | $6,642-99.0% | $11,246-99.4% |