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 | $73,806 | $165,912-55.5% | $122,332-39.7% | $147,584-50.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.20% | 34.55%-16.4pp | 30.27%-12.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,442 | $5,754-74.9% | $4,050-64.4% | $4,876-70.4% |
| Participant deferral / active EE | $8,883 | $4,005+121.8% | $3,287+170.3% | $5,439+63.3% |
| Admin fee / account holder | $231 | $7,424-96.9% | $5,478-95.8% | $10,885-97.9% |