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 | $58,666 | $171,164-65.7% | $127,761-54.1% | $152,861-61.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 32.21% | 23.54%+8.7pp | 26.14%+6.1pp | 345.32%-313.1pp |
| Employer contribution / active EE | $1,459 | $5,447-73.2% | $4,574-68.1% | $4,762-69.4% |
| Participant deferral / active EE | $3,792 | $7,038-46.1% | $6,021-37.0% | $5,850-35.2% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |