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 | $83,186 | $113,339-26.6% | $94,993-12.4% | $147,584-43.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.03% | 20.77%-6.7pp | 27.12%-13.1pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,402 | $3,160-24.0% | $2,603-7.7% | $4,876-50.7% |
| Participant deferral / active EE | $5,239 | $3,777+38.7% | $3,317+57.9% | $5,439-3.7% |
| Admin fee / account holder | $49 | $6,063-99.2% | $4,960-99.0% | $10,885-99.6% |