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 | $85,752 | $163,101-47.4% | $136,749-37.3% | $142,382-39.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.87% | 27.54%-16.7pp | 24.33%-13.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,153 | $4,117-72.0% | $3,400-66.1% | $4,299-73.2% |
| Participant deferral / active EE | $2,414 | $5,585-56.8% | $4,692-48.6% | $6,507-62.9% |
| Admin fee / account holder | $243 | $14,318-98.3% | $11,386-97.9% | $12,624-98.1% |