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 | $106,584-30.6% | $101,326-27.0% | $142,382-48.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.52% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,807 | $3,956-54.3% | $3,665-50.7% | $4,299-58.0% |
| Participant deferral / active EE | $3,982 | $8,297-52.0% | $7,994-50.2% | $6,507-38.8% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |