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 | $56,540 | $118,919-52.5% | $88,538-36.1% | $152,861-63.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 24.28% | 47.92%-23.6pp | 43.64%-19.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,252 | $2,669-15.6% | $2,098+7.3% | $4,762-52.7% |
| Participant deferral / active EE | $10,855 | $3,549+205.9% | $2,914+272.5% | $5,850+85.5% |
| Admin fee / account holder | $54 | $5,876-99.1% | $4,310-98.7% | $11,596-99.5% |