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 | $85,020 | $101,069-15.9% | $81,478+4.3% | $147,584-42.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.69% | 32.40%-9.7pp | 38.78%-16.1pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,267 | $3,205-29.3% | $2,568-11.7% | $4,876-53.5% |
| Participant deferral / active EE | $6,401 | $4,242+50.9% | $3,537+81.0% | $5,439+17.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |