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 | $84,230 | $104,664-19.5% | $85,682-1.7% | $167,490-49.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.54% | 21.45%-7.9pp | 21.49%-8.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,818 | $3,337-15.6% | $2,618+7.6% | $4,837-41.7% |
| Participant deferral / active EE | $13,000 | $4,824+169.5% | $3,923+231.4% | $6,341+105.0% |
| Admin fee / account holder | $33 | $10,032-99.7% | $6,873-99.5% | $12,309-99.7% |