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 | $39,584 | $227,553-82.6% | $189,557-79.1% | $167,490-76.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.99% | 78.40%-64.4pp | 64.17%-50.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,024 | $5,316-43.1% | $4,412-31.5% | $4,837-37.5% |
| Participant deferral / active EE | $8,619 | $7,002+23.1% | $6,174+39.6% | $6,341+35.9% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |