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 | $73,081 | $99,079-26.2% | $77,999-6.3% | $273,961-73.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.60% | 217.93%-209.3pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,570 | $3,308-22.3% | $2,470+4.0% | $4,869-47.2% |
| Participant deferral / active EE | $4,312 | $4,306+0.1% | $3,497+23.3% | $5,287-18.4% |
| Admin fee / account holder | $157 | $8,954-98.2% | $5,480-97.1% | $10,132-98.5% |