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 | $41,646 | $124,319-66.5% | $111,297-62.6% | $167,490-75.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.61% | 37.44%-19.8pp | 54.65%-37.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,071 | $3,435-39.7% | $2,731-24.2% | $4,837-57.2% |
| Participant deferral / active EE | $2,167 | $5,180-58.2% | $4,487-51.7% | $6,341-65.8% |
| Admin fee / account holder | $169 | $10,618-98.4% | $7,964-97.9% | $12,309-98.6% |