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 | $101,384 | $106,890-5.2% | $84,015+20.7% | $152,861-33.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.44% | 104.99%-88.6pp | 71.31%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $448 | $2,734-83.6% | $1,983-77.4% | $4,762-90.6% |
| Participant deferral / active EE | $4,625 | $4,011+15.3% | $3,239+42.8% | $5,850-20.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |