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 | $65,831 | $157,256-58.1% | $141,162-53.4% | $152,861-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.49% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,312 | $5,261-56.1% | $4,735-51.2% | $4,762-51.5% |
| Participant deferral / active EE | $3,391 | $7,109-52.3% | $6,709-49.5% | $5,850-42.0% |
| Admin fee / account holder | $60 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |