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 | $54,586 | $107,934-49.4% | $91,989-40.7% | $152,861-64.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.46% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,723 | $4,210-11.6% | $3,452+7.9% | $4,762-21.8% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $263 | $10,520-97.5% | $7,743-96.6% | $11,596-97.7% |