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 | $74,455 | $149,734-50.3% | $118,925-37.4% | $158,922-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.30% | 19.95%-5.6pp | 35.88%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,546 | $4,115-62.4% | $3,263-52.6% | $4,761-67.5% |
| Participant deferral / active EE | $3,226 | $5,223-38.2% | $4,265-24.4% | $5,982-46.1% |
| Admin fee / account holder | $10 | $8,603-99.9% | $6,581-99.9% | $11,246-99.9% |