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 | $57,877 | $127,100-54.5% | $105,738-45.3% | $135,375-57.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 10.12% | 4.49%+5.6pp | 6.27%+3.9pp | 519.73%-509.6pp |
| Employer contribution / active EE | $1,639 | $4,107-60.1% | $3,268-49.9% | $4,779-65.7% |
| Participant deferral / active EE | $1,844 | $5,064-63.6% | $4,080-54.8% | $5,609-67.1% |
| Admin fee / account holder | $207 | $9,087-97.7% | $6,913-97.0% | $10,827-98.1% |