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 | $84,310 | $158,398-46.8% | $126,539-33.4% | $142,382-40.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.37% | 593.76%-581.4pp | 425.95%-413.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,473 | $4,650-68.3% | $3,674-59.9% | $4,299-65.7% |
| Participant deferral / active EE | $7,368 | $4,767+54.6% | $4,083+80.5% | $6,507+13.2% |
| Admin fee / account holder | $17 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |