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 | $49,017 | $62,672-21.8% | $185,117-73.5% | $70,131-30.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 16.03% | 40.79%-24.8pp | 40.50%-24.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $610 | $1,753-65.2% | $4,182-85.4% | $2,342-74.0% |
| Participant deferral / active EE | $2,654 | $3,272-18.9% | $5,045-47.4% | $3,332-20.4% |
| Admin fee / account holder | $16 | $3,932-99.6% | $8,159-99.8% | $4,645-99.7% |