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 | $35,588 | $106,584-66.6% | $101,326-64.9% | $142,382-75.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.47% | 36.93%-23.5pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,460 | $3,956-12.5% | $3,665-5.6% | $4,299-19.5% |
| Participant deferral / active EE | $3,460 | $8,297-58.3% | $7,994-56.7% | $6,507-46.8% |
| Admin fee / account holder | $101 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |