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 | $63,721 | $232,540-72.6% | $185,117-65.6% | $147,584-56.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.39% | 43.03%-18.6pp | 40.50%-16.1pp | 578.55%-554.2pp |
| Employer contribution / active EE | $2,894 | $5,195-44.3% | $4,182-30.8% | $4,876-40.7% |
| Participant deferral / active EE | $4,330 | $5,834-25.8% | $5,045-14.2% | $5,439-20.4% |
| Admin fee / account holder | $133 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |