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 | $53,885 | $99,079-45.6% | $77,999-30.9% | $273,961-80.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.13% | 217.93%-210.8pp | 425.96%-418.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,742 | $3,308-17.1% | $2,470+11.0% | $4,869-43.7% |
| Participant deferral / active EE | $1,567 | $4,306-63.6% | $3,497-55.2% | $5,287-70.4% |
| Admin fee / account holder | $4 | $8,954-100.0% | $5,480-99.9% | $10,132-100.0% |