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 | $55,795 | $98,240-43.2% | $82,313-32.2% | $147,584-62.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.31% | 30.85%-16.5pp | 25.88%-11.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $946 | $3,192-70.3% | $2,428-61.0% | $4,876-80.6% |
| Participant deferral / active EE | $7,200 | $4,383+64.3% | $3,706+94.3% | $5,439+32.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |