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 | $69,488 | $127,386-45.5% | $115,037-39.6% | $125,391-44.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 18.50% | 31.28%-12.8pp | 26.14%-7.6pp | 282.22%-263.7pp |
| Employer contribution / active EE | $2,991 | $5,166-42.1% | $4,608-35.1% | $4,866-38.5% |
| Participant deferral / active EE | $2,457 | $6,423-61.7% | $6,026-59.2% | $5,352-54.1% |
| Admin fee / account holder | $236 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |