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 | $75,795 | $102,616-26.1% | $81,983-7.5% | $158,922-52.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 21.72% | 61.04%-39.3pp | 41.31%-19.6pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,077 | $3,240-5.0% | $2,498+23.2% | $4,761-35.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $65 | $8,235-99.2% | $5,664-98.8% | $11,246-99.4% |