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 | $65,989 | $107,015-38.3% | $73,545-10.3% | $147,584-55.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.64% | 38.25%-20.6pp | -15.16%+32.8pp | 578.55%-560.9pp |
| Employer contribution / active EE | $5,697 | $1,760+223.7% | $1,219+367.4% | $4,876+16.8% |
| Participant deferral / active EE | $4,660 | $2,462+89.3% | $1,806+158.0% | $5,439-14.3% |
| Admin fee / account holder | $143 | $3,055-95.3% | $2,320-93.8% | $10,885-98.7% |