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 | $83,525 | $99,079-15.7% | $77,999+7.1% | $273,961-69.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.99% | 217.93%-206.9pp | 425.96%-415.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,024 | $3,308-38.8% | $2,470-18.1% | $4,869-58.4% |
| Participant deferral / active EE | $4,176 | $4,306-3.0% | $3,497+19.4% | $5,287-21.0% |
| Admin fee / account holder | $25 | $8,954-99.7% | $5,480-99.5% | $10,132-99.8% |