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 | $66,268 | $117,381-43.5% | $99,443-33.4% | $152,861-56.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.34% | 31.87%-11.5pp | 30.72%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,932 | $3,013+30.5% | $2,540+54.8% | $4,762-17.4% |
| Participant deferral / active EE | $1,550 | $4,086-62.1% | $3,619-57.2% | $5,850-73.5% |
| Admin fee / account holder | $31 | $7,631-99.6% | $6,250-99.5% | $11,596-99.7% |