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 | $66,231 | $117,381-43.6% | $99,443-33.4% | $152,861-56.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 24.44% | 31.87%-7.4pp | 30.72%-6.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $673 | $3,013-77.7% | $2,540-73.5% | $4,762-85.9% |
| Participant deferral / active EE | $1,574 | $4,086-61.5% | $3,619-56.5% | $5,850-73.1% |
| Admin fee / account holder | $12 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |