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 | $53,757 | $81,632-34.1% | $70,449-23.7% | $158,922-66.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.54% | 208.40%-189.9pp | 109.03%-90.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,501 | $3,217-22.3% | $2,737-8.6% | $4,761-47.5% |
| Participant deferral / active EE | $6,852 | $4,554+50.5% | $3,709+84.8% | $5,982+14.5% |
| Admin fee / account holder | $30 | $6,193-99.5% | $3,845-99.2% | $11,246-99.7% |