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 | $83,761 | $104,907-20.2% | $84,611-1.0% | $152,861-45.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.12% | 373.79%-348.7pp | 258.74%-233.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,929 | $3,302-41.6% | $2,652-27.3% | $4,762-59.5% |
| Participant deferral / active EE | $3,249 | $4,688-30.7% | $3,899-16.7% | $5,850-44.5% |
| Admin fee / account holder | $298 | $6,241-95.2% | $4,912-93.9% | $11,596-97.4% |