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 | $43,039 | $94,338-54.4% | $100,534-57.2% | $142,382-69.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.94% | 29.20%-15.3pp | 32.66%-18.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,699 | $4,237-36.3% | $4,346-37.9% | $4,299-37.2% |
| Participant deferral / active EE | $2,699 | $5,934-54.5% | $6,144-56.1% | $6,507-58.5% |
| Admin fee / account holder | $267 | $8,421-96.8% | $7,654-96.5% | $12,624-97.9% |