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 | $53,779 | $142,405-62.2% | $115,157-53.3% | $152,861-64.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.48% | 41.48%-21.0pp | 35.60%-15.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,708 | $4,010-32.5% | $3,179-14.8% | $4,762-43.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $55 | $8,462-99.3% | $7,088-99.2% | $11,596-99.5% |