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 | $67,614 | $84,696-20.2% | $75,696-10.7% | $167,490-59.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 199.36%-184.8pp | 104.53%-89.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,022 | $4,580+118.8% | $3,821+162.3% | $6,341+58.0% |
| Admin fee / account holder | $82 | $5,355-98.5% | $3,619-97.7% | $12,309-99.3% |