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 | $73,989 | $100,970-26.7% | $96,576-23.4% | $137,256-46.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.52% | 38.16%-17.6pp | 38.47%-18.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,807 | $3,809-52.6% | $3,553-49.1% | $4,156-56.5% |
| Participant deferral / active EE | $3,982 | $8,286-51.9% | $7,956-49.9% | $6,407-37.8% |
| Admin fee / account holder | $20 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |