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 | $58,363 | $96,484-39.5% | $75,886-23.1% | $152,861-61.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.66% | 33.98%-10.3pp | 30.76%-7.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,834 | $3,309-14.4% | $2,500+13.4% | $4,762-40.5% |
| Participant deferral / active EE | $5,050 | $4,553+10.9% | $3,603+40.1% | $5,850-13.7% |
| Admin fee / account holder | $160 | $8,078-98.0% | $5,418-97.1% | $11,596-98.6% |