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 | $60,581 | $160,055-62.2% | $140,016-56.7% | $135,375-55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.39% | 911.38%-907.0pp | 651.12%-646.7pp | 519.73%-515.3pp |
| Employer contribution / active EE | $2,428 | $6,420-62.2% | $5,606-56.7% | $4,779-49.2% |
| Participant deferral / active EE | $5,645 | $7,642-26.1% | $6,927-18.5% | $5,609+0.6% |
| Admin fee / account holder | $138 | $13,328-99.0% | $10,705-98.7% | $10,827-98.7% |