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 | $42,618 | $115,882-63.2% | $100,516-57.6% | $158,922-73.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.96% | 34.79%-16.8pp | 30.89%-12.9pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,657 | $4,103-59.6% | $3,418-51.5% | $4,761-65.2% |
| Participant deferral / active EE | $3,315 | $6,674-50.3% | $6,270-47.1% | $5,982-44.6% |
| Admin fee / account holder | $300 | $10,995-97.3% | $8,081-96.3% | $11,246-97.3% |