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 | $70,865 | $165,335-57.1% | $149,696-52.7% | $158,922-55.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.89% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,766 | $5,103-45.8% | $4,644-40.4% | $4,761-41.9% |
| Participant deferral / active EE | $4,121 | $7,181-42.6% | $6,842-39.8% | $5,982-31.1% |
| Admin fee / account holder | $58 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |