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 | $45,633 | $165,984-72.5% | $164,813-72.3% | $145,922-68.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.65% | 100.03%-79.4pp | 69.93%-49.3pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,649 | $5,273-49.8% | $4,341-39.0% | $4,660-43.1% |
| Participant deferral / active EE | $2,650 | $6,959-61.9% | $6,031-56.1% | $6,688-60.4% |
| Admin fee / account holder | $87 | $16,648-99.5% | $12,690-99.3% | $13,397-99.4% |