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 4-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 | $85,683 | $100,004-14.3% | $81,438+5.2% | $145,959-41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.22% | 34.34%-9.1pp | 24.74%+0.5pp | 561.95%-536.7pp |
| Employer contribution / active EE | $4,069 | $2,970+37.0% | $2,460+65.4% | $4,661-12.7% |
| Participant deferral / active EE | $20,427 | $4,603+343.7% | $3,883+426.0% | $6,689+205.4% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |