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 | $71,832 | $48,076+49.4% | $78,689-8.7% | $62,891+14.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.86% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,071 | $2,015+52.4% | $2,851+7.7% | $2,281+34.6% |
| Participant deferral / active EE | $3,071 | $2,588+18.7% | $3,517-12.7% | $3,203-4.1% |
| Admin fee / account holder | $13 | $3,207-99.6% | $4,510-99.7% | $4,296-99.7% |