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 | $83,351 | $162,781-48.8% | $133,956-37.8% | $158,922-47.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.76% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,502 | $4,975-69.8% | $3,919-61.7% | $4,761-68.5% |
| Participant deferral / active EE | $7,417 | $5,911+25.5% | $5,048+46.9% | $5,982+24.0% |
| Admin fee / account holder | $289 | $11,736-97.5% | $8,927-96.8% | $11,246-97.4% |