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 | $75,599 | $127,100-40.5% | $105,738-28.5% | $135,375-44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 5.09% | 4.49%+0.6pp | 6.27%-1.2pp | 519.73%-514.6pp |
| Employer contribution / active EE | $1,680 | $4,107-59.1% | $3,268-48.6% | $4,779-64.9% |
| Participant deferral / active EE | $2,543 | $5,064-49.8% | $4,080-37.7% | $5,609-54.7% |
| Admin fee / account holder | $159 | $9,087-98.3% | $6,913-97.7% | $10,827-98.5% |