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 | $70,891 | $101,069-29.9% | $81,478-13.0% | $147,584-52.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.81% | 32.40%-18.6pp | 38.78%-25.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,126 | $3,205-33.7% | $2,568-17.2% | $4,876-56.4% |
| Participant deferral / active EE | $8,809 | $4,242+107.7% | $3,537+149.1% | $5,439+62.0% |
| Admin fee / account holder | $130 | $5,812-97.8% | $4,561-97.1% | $10,885-98.8% |