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 | $133,922-50.3% | $116,228-42.7% | $142,382-53.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.42% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,108 | $3,446-38.8% | $2,994-29.6% | $4,299-51.0% |
| Participant deferral / active EE | $4,073 | $5,672-28.2% | $4,953-17.8% | $6,507-37.4% |
| Admin fee / account holder | $60 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |