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 | $68,100 | $84,696-19.6% | $75,696-10.0% | $167,490-59.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.38% | 199.36%-185.0pp | 104.53%-90.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,959 | $3,230-8.4% | $2,743+7.9% | $4,837-38.8% |
| Participant deferral / active EE | $7,430 | $4,580+62.2% | $3,821+94.4% | $6,341+17.2% |
| Admin fee / account holder | $39 | $5,355-99.3% | $3,619-98.9% | $12,309-99.7% |