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 | $71,072 | $232,540-69.4% | $185,117-61.6% | $147,584-51.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.68% | 43.03%-26.4pp | 40.50%-23.8pp | 578.55%-561.9pp |
| Employer contribution / active EE | $21,500 | $5,195+313.8% | $4,182+414.2% | $4,876+340.9% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $164 | $10,275-98.4% | $8,159-98.0% | $10,885-98.5% |