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 | $54,916 | $110,261-50.2% | $95,745-42.6% | $139,434-60.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.02% | 27.11%+7.9pp | 28.35%+6.7pp | 372.94%-337.9pp |
| Employer contribution / active EE | $2,161 | $3,257-33.7% | $2,835-23.8% | $4,751-54.5% |
| Participant deferral / active EE | $3,124 | $4,676-33.2% | $4,245-26.4% | $6,710-53.4% |
| Admin fee / account holder | $3 | $6,613-100.0% | $5,678-99.9% | $11,403-100.0% |