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 | $55,400 | $176,377-68.6% | $134,143-58.7% | $158,922-65.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.61% | 63.63%-50.0pp | 36.33%-22.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $531 | $5,040-89.5% | $3,704-85.7% | $4,761-88.9% |
| Participant deferral / active EE | $1,946 | $4,091-52.4% | $3,499-44.4% | $5,982-67.5% |
| Admin fee / account holder | $40 | $8,718-99.5% | $6,684-99.4% | $11,246-99.6% |