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 | $66,465 | $157,256-57.7% | $141,162-52.9% | $152,861-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.05% | 64.32%-35.3pp | 71.39%-42.3pp | 345.32%-316.3pp |
| Employer contribution / active EE | $3,745 | $5,261-28.8% | $4,735-20.9% | $4,762-21.4% |
| Participant deferral / active EE | $4,854 | $7,109-31.7% | $6,709-27.7% | $5,850-17.0% |
| Admin fee / account holder | $24 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |