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 | $74,026 | $118,849-37.7% | $96,562-23.3% | $167,490-55.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.49% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $816 | $3,120-73.8% | $2,356-65.4% | $4,837-83.1% |
| Participant deferral / active EE | $1,633 | $4,616-64.6% | $3,849-57.6% | $6,341-74.3% |
| Admin fee / account holder | $199 | $8,065-97.5% | $6,181-96.8% | $12,309-98.4% |