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 | $63,528 | $90,600-29.9% | $79,464-20.1% | $135,375-53.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.60% | 977.43%-969.8pp | 718.14%-710.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $3,372 | $3,068+9.9% | $2,800+20.4% | $4,779-29.4% |
| Participant deferral / active EE | $4,052 | $4,0500% | $3,704+9.4% | $5,609-27.8% |
| Admin fee / account holder | $245 | $5,907-95.9% | $5,113-95.2% | $10,827-97.7% |