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 | $58,771 | $89,355-34.2% | $141,162-58.4% | $72,985-19.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.61% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,887 | $3,114-7.3% | $4,735-39.0% | $2,440+18.3% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $252 | $5,958-95.8% | $10,261-97.5% | $5,124-95.1% |