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 | $55,425 | $77,419-28.4% | $69,455-20.2% | $152,861-63.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.60% | 39.06%-14.5pp | 28.97%-4.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,006 | $3,315+20.8% | $2,779+44.1% | $4,762-15.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $225 | $6,207-96.4% | $3,839-94.2% | $11,596-98.1% |