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 | $70,112 | $100,901-30.5% | $75,670-7.3% | $147,584-52.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.44% | 35.78%-21.3pp | 27.34%-12.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,709 | $4,027-32.7% | $3,142-13.8% | $5,439-50.2% |
| Admin fee / account holder | $32 | $11,285-99.7% | $5,800-99.5% | $10,885-99.7% |