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 | $73,803 | $98,240-24.9% | $82,313-10.3% | $147,584-50.0% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 24.37% | 30.85%-6.5pp | 25.88%-1.5pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,833 | $3,192-42.6% | $2,428-24.5% | $4,876-62.4% |
| Participant deferral / active EE | $5,107 | $4,383+16.5% | $3,706+37.8% | $5,439-6.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |