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 | $71,295 | $106,515-33.1% | $96,683-26.3% | $139,434-48.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 37.52% | 38.43%-0.9pp | 35.69%+1.8pp | 372.94%-335.4pp |
| Employer contribution / active EE | $7,442 | $4,103+81.4% | $3,737+99.2% | $4,751+56.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $221 | $7,877-97.2% | $6,730-96.7% | $11,403-98.1% |