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 | $74,975 | $124,281-39.7% | $109,143-31.3% | $167,490-55.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.76% | 26.04%-6.3pp | 25.75%-6.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,962 | $4,207-53.4% | $3,722-47.3% | $4,837-59.4% |
| Participant deferral / active EE | $7,801 | $5,255+48.4% | $4,653+67.7% | $6,341+23.0% |
| Admin fee / account holder | $57 | $7,970-99.3% | $6,752-99.2% | $12,309-99.5% |