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 | $75,582 | $157,256-51.9% | $141,162-46.5% | $152,861-50.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.60% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $7,211 | $5,261+37.1% | $4,735+52.3% | $4,762+51.4% |
| Participant deferral / active EE | $10,128 | $7,109+42.5% | $6,709+51.0% | $5,850+73.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |