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 | $32,232 | $111,814-71.2% | $103,374-68.8% | $145,959-77.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.34% | 24.77%-14.4pp | 24.89%-14.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,711 | $4,214-35.7% | $3,869-29.9% | $4,661-41.8% |
| Participant deferral / active EE | $15,923 | $5,618+183.4% | $5,058+214.8% | $6,689+138.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |