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 | $59,740 | $58,828+1.5% | $77,999-23.4% | $62,891-5.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.87% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,831 | $1,672+189.0% | $2,470+95.6% | $2,281+111.8% |
| Participant deferral / active EE | $3,182 | $2,686+18.5% | $3,497-9.0% | $3,203-0.7% |
| Admin fee / account holder | $38 | $4,393-99.1% | $5,480-99.3% | $4,296-99.1% |