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 | $67,833 | $115,882-41.5% | $100,516-32.5% | $158,922-57.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.84% | 34.79%-16.0pp | 30.89%-12.0pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,272 | $4,103-44.6% | $3,418-33.5% | $4,761-52.3% |
| Participant deferral / active EE | $2,688 | $6,674-59.7% | $6,270-57.1% | $5,982-55.1% |
| Admin fee / account holder | $17 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |