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 | $64,539 | $67,823-4.8% | $52,425+23.1% | $137,256-53.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.24% | 219.11%-202.9pp | 302.12%-285.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,496 | $1,163+28.7% | $914+63.7% | $4,156-64.0% |
| Participant deferral / active EE | $3,894 | $2,288+70.2% | $1,790+117.5% | $6,407-39.2% |
| Admin fee / account holder | $218 | $2,844-92.3% | $2,495-91.3% | $12,270-98.2% |