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 | $42,625 | $98,240-56.6% | $82,313-48.2% | $147,584-71.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.60% | 30.85%-9.3pp | 25.88%-4.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $8,330 | $3,192+161.0% | $2,428+243.0% | $4,876+70.8% |
| Participant deferral / active EE | $4,608 | $4,383+5.1% | $3,706+24.3% | $5,439-15.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |