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 | $42,727 | $90,600-52.8% | $79,464-46.2% | $135,375-68.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.74% | 977.43%-967.7pp | 718.14%-708.4pp | 519.73%-510.0pp |
| Employer contribution / active EE | $1,699 | $3,068-44.6% | $2,800-39.3% | $4,779-64.5% |
| Participant deferral / active EE | $2,023 | $4,050-50.1% | $3,704-45.4% | $5,609-63.9% |
| Admin fee / account holder | $230 | $5,907-96.1% | $5,113-95.5% | $10,827-97.9% |