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 | $71,747 | $117,381-38.9% | $99,443-27.9% | $152,861-53.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.17% | 31.87%-10.7pp | 30.72%-9.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,686 | $3,013-44.1% | $2,540-33.6% | $4,762-64.6% |
| Participant deferral / active EE | $12,717 | $4,086+211.2% | $3,619+251.4% | $5,850+117.4% |
| Admin fee / account holder | $67 | $7,631-99.1% | $6,250-98.9% | $11,596-99.4% |