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 | $54,468 | $154,117-64.7% | $129,995-58.1% | $139,434-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 32.48%-19.0pp | -137.18%+150.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,480 | $5,289-72.0% | $4,320-65.7% | $4,751-68.8% |
| Participant deferral / active EE | $2,457 | $6,710-63.4% | $5,820-57.8% | $6,710-63.4% |
| Admin fee / account holder | $19 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |