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 | $45,082 | $117,841-61.7% | $102,423-56.0% | $145,922-69.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 31.65%-16.1pp | 29.32%-13.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,165 | $3,615-12.5% | $3,023+4.7% | $4,660-32.1% |
| Participant deferral / active EE | $6,329 | $5,731+10.4% | $5,053+25.3% | $6,688-5.4% |
| Admin fee / account holder | $6 | $13,326-100.0% | $9,451-99.9% | $13,397-100.0% |