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 | $66,605 | $132,634-49.8% | $115,768-42.5% | $137,256-51.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.42% | 160.70%-144.3pp | 100.46%-84.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,108 | $3,360-37.3% | $2,940-28.3% | $4,156-49.3% |
| Participant deferral / active EE | $4,073 | $5,619-27.5% | $4,917-17.2% | $6,407-36.4% |
| Admin fee / account holder | $60 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |