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 | $53,309 | $138,065-61.4% | $123,544-56.8% | $135,375-60.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.53% | 153.68%-142.2pp | 119.20%-107.7pp | 519.73%-508.2pp |
| Employer contribution / active EE | $2,239 | $5,151-56.5% | $4,628-51.6% | $4,779-53.2% |
| Participant deferral / active EE | $2,813 | $6,799-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $294 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |