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 | $81,373 | $150,187-45.8% | $120,354-32.4% | $145,922-44.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.24% | 154.07%-143.8pp | 107.15%-96.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,061 | $4,348-75.6% | $3,463-69.4% | $4,660-77.2% |
| Participant deferral / active EE | $2,669 | $6,173-56.8% | $4,991-46.5% | $6,688-60.1% |
| Admin fee / account holder | $136 | $12,207-98.9% | $9,423-98.6% | $13,397-99.0% |